
Focus Solutions Group Ltd
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Survey Summary
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Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
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RFX Report
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The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
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Overview
Focus Solutions is a UK fintech software specialist with a 23 year track-record of proving class-leading solutions for IFAs, wealth managers and private banks.
Our products help you manage and develop client relationships across all channels and market sectors. They're built on our modular in-house technology platform that's been repeatedly tested and proven. It allows us to deliver configured, scalable, robust product solutions across the global financial services industry.
Product Highlights
Focus:Wealth
Engage. Retain. Deliver
Transforming client engagement for wealth managers
Now:Advise
Fast. Powerful. Contemporary
Financial advice practice management software for modern advisers.
Focus:Progress
Train. Monitor. Grow
Training and competence software for the enterprise.
Now:Plan
Model. Engage. Deliver
An Online, on-demand financial planning toolset designed to meet the needs of today's advisers.
Visit our website for details on all our products including focus:360°, our core platform.
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Transforming client engagement for wealth managers and private banks.
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Financial advice practice management software for modern advisers.
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Training and competence software for the enterprise.
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An Online, on-demand financial planning toolset designed to meet the needs of today's advisers.
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Sitting at the heart of your business to give you total financial distribution