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.