Focus Solutions Group

HQ Address

Cranford House, Kenilworth Road, Leamington Spa, Warwickshire, CV32 6RQ, United Kingdom

Website Address

www.focus-solutions.co.uk

Ownership Type

Subsidiary

Connect with Focus Solutions Group
Business introduction

We provide front-line software to IFAs, wealth managers, private banks, high street banks and major advice distributors

Connecting advisers, providers, lenders and consumers for over 20 years

We work with leading financial advisers (at both network and firm level), wealth managers, bancassurers, product providers and mortgage lenders to deliver highly valued solutions across a range of products such as investments, pensions, protection, mortgages and general insurance. Since 2011 we have been fully owned by Standard Life and, although we do deliver some supporting services to them, we operate independently.

We have a targeted range of enterprise-class omni-channel financial service products, primarily geared around supporting the delivery of advice. These products are in daily use across the UK and Ireland by banks, networks and large advisery firms.

Business Overview

Focus Solutions provides front-line software to everyone from high performing financial advice practices to the UK's high street banks and major advice distributors. We've been doing so since 1995.

Because we're wholly owned by Standard Life, we have the stability and financial services expertise to guarantee service and product delivery far into the future.

Also, thanks to our leading market position, we're able to create valuable partnerships with organisations such as Moody's Analytics. They provide the economic scenarios that drive our cash-flow modeller.

Our approach is collaborative, agile and client-centric.
 

Customers

Focus Solutions has successfully implemented hundreds of sales automation projects ranging from complex multi-platform installations to individual point of sale solutions. Our customers include major life & pension providers, a number of leading bancassurers including HSBC and Bank of Ireland, significant wealth management players and a number of mortgage lenders.

Partners

Bringing together the best wealth management components in the market, Wealth Hub delivers cutting-edge technology to deliver exactly what private client managers need, all in one place.

Wealth Hub combines focus:wealth by Focus Solutions, BITA Wealth by BITA Risk and IMiX by Investment Software. These three technologies lead the market in client portal, risk profiling and portfolio management respectively.

Key Data

Year founded
1995
employees
101-250
wealth management employees
101-250
clients
21-50
offices
1
Office Regional Presence
  • Western Europe
Type of Clients
  • Digital wealth manager
  • Financial planner
  • Global Private Bank
  • Independent Financial Advisor
  • Private Client Investment Manager
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence
  • Western Europe
Leading client geographies
  • Ireland
  • United Kingdom

Focus Solutions Group Solutions

focus:wealth

Focus:wealth simplifies, streamlines and automates business processes to let wealth management teams, intermediaries and consumers focus on accomplishing their goals with the minimum of effort. It has been built with wealth managers in mind. Focusing on creating the highest standard in the client experience and supported by the most extensive end-to-end......

business needs
Client type
client geography presence
view solution

focus:360°

focus:360° connects the different elements of your business, internally and externally, giving you a single omni-channel distribution platform - it is a true financial distribution enabler. It delivers the underlying functionality that is shared by our core products - focus: advisor, focus:client, focus:broker and now: advise, each of which have been designed to......

business needs
view solution

focus:adviser

focus:adviser is a regulated sales automation solution that supports multiple distribution channels across the full range of financial products and client needs. It improves productivity levels by freeing up advisers' time (up to 68% in some cases), and can increase the quality and audit of advice - some of our customers have......

business needs
view solution

focus:client

focus:client lets you make lasting digital connections with consumers. Supporting direct to consumer (D2C) journeys, as well as the delivery of fully-automated simplified advice and robo-advice, this client engagement framework helps you get your proposition to market. Whether you drive business through digital channels only, or use them to support telephony, face-to-face......

business needs
view solution

focus:digital

Running stand-alone, or embedded in an adviser’s website, focus:digital includes a financial health check that enables consumers to model various scenarios to get a clear picture of their financial future. Suitable for firms with 10 users or more. Saves you valuable time and increase efficiency. Ideal for modern advisers looking to broaden their market......

business needs
view solution

focus:progress

focus:progress is our enterprise-class training and professionalism system. It gives you a holistic view of your organisation's T&C, testing, learning and development. focus:progress delivers learning media, CPD courses, testing facilities, supervisory monitoring and reporting to enable you and your workforce to evidence competency, study for professional qualifications and develop skills and knowledge. The content within focus:progress is benchmarked to QCF Level......

business needs
view solution

now:advise

now:advise is an online, 'out of the box' regulated financial practice management tool that supports the end-to-end advice process, client and service management, valuations, task management, management information and remuneration management in one efficient solution. Built on our powerful technology platform, focus:360 now:advise delivers the same core functionality as focus:advisor, but with a......

business needs
view solution

now:plan

Built on the core focus:360° platform, now:plan delivers powerful modelling capabilities to deliver a truly interactive user experience that consumers and advisers alike find intuitive and engaging. Totally compatible with now:share co-browsing, our tools work with you, wherever you are and whenever you need them. The now:plan Cash Flow Modeller gives financial advisers an easy and engaging......

business needs
view solution

now:share

now:share lets up to 5 invited people share a web session on any modern web-enabled device. Web-chat and drag-and-drop document sharing come as standard, but the full power of now:share comes into play when you enable co-browsing. Co-browsing lets each of the people that you've invited, wherever they are in the world, see and......

business needs
view solution

Wealth Hub

Bringing together the best wealth management components in the market, Wealth Hub delivers cutting-edge technology to deliver exactly what private client managers need, all in one place. Wealth Hub combines focus:wealth by Focus Solutions, BITA Wealth by BITA Risk and IMiX by Investment Software. These three technologies lead the market in client portal, risk profiling and portfolio management......

business needs
view solution

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.