Focus Advice Technology
HQ Address
8 Hamilton Terrace, Leamington Spa, CV32 4LY, United Kingdom
Website Address
Business introduction
Focus transforming financial advice
We make financial advice delivery more efficient and more engaging, so that more people's financial wellbeing is improved
Focus is transforming financial advice in the UK.
Our new rebrand from Focus Solution to Focus Advice Tech is the first step in re-engaging with the market as the provider of choice for FinTech.
Our software is built with the end user in mind by some of the best in the industry, all mastering their respective fields. Our vision is to transform financial services by helping to transform your business; from advisers and wealth managers, to major distributors and high street banks. We believe that our software and expertise can enhance your services and help you do what you do best, look after your client.
Focus Advice Technology Solutions
Advice Delivery and Business Management
We fit at the heart of your business, just like your customers A modern replacement of our powerful focus:360° practice management tool, our advice delivery software brings together a new product set of API-accessible financial planning tools and engines. This gives you a powerful, robust and scalable business operations platform that underpins......
business needs
- Business Intelligence & Practice Management
- Digital Platforms & Tools
- Market & Business Infrastructure
Advice Engine
Everything from simple advice to complex consolidation advice in seconds, factoring in maximising tax allowances, aligning risk, fund rating and reducing cost. Save yourself hours of work per case, transform your cost to serve and re-imagine your propositions. How it works Our Advice Engine integrates seamlessly with your existing advice business. Configure it......
business needs
view solutionDigital Client Engagement and Onboarding
Our web and mobile apps promote financial wellbeing and help your clients to explore their financial futures, working with you or on their own. They are a collection of individual client engagement journeys that help consumers buy into advice by showing them what their financial future could be - both bad......
business needs
view solutionFinancial Planning Engines and Calculators
API-accessible financial planning engines Built to integrate with other Focus products, or directly with your systems through the Focus API, our new modelling capabilities, journeys and financial engines deliver a cutting-edge financial planning experience. User-centred design, based around design thinking, our journeys deliver intuitive user experiences that consumers and advisers alike find......
