Solution introduction

Fast. Powerful. Contemporary.

Financial advice practice management software for modern advisers

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 more streamlined and pre-configured deployment model that makes it both faster and cheaper to go live.

Leveraging the underlying focus:360 functionality, it improves productivity levels by freeing up advisers' time (up to 68% in some cases) and increasing the quality and audit of advice - some of our customers have seen first-time case checking success jump from 45% to 100%.

now:advise grows with you, and can scale through additional module subscriptions into a full focus:advisor deployment with the rich configuration capabilities that product provides. It can also be complemented with other Focus products such as now:plan, all sharing data to deliver rich, engaging customer experiences.

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.