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focus:wealth

HQ Location

Leamington Spa, United Kingdom

Website Address

www.focus-solutions.co.uk

Connect with Focus Solutions Group
Solution introduction

Engage. Retain. Deliver.

Transforming client engagement for wealth managers and private banks

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 capability in the UK’s advice market place.

Focus Solutions: Technology and improving the client experience – a UK wealth management case study

Digital Platforms & Tools, Portfolio & Wealth Management Systems

28/01/2020

Focus Solutions: The role of technology in supporting wealth managers in the inter-generational wealth transfer process

Client Engagement & Management, Digital Platforms & Tools

21/01/2020

Focus Solutions: The priorities and challenges of delivering an improved client experience in wealth management

Client Engagement & Management, Digital Platforms & Tools

14/01/2020

Focus Solutions: Intergenerational wealth transfer and the impact on UK wealth managers

Client Engagement & Management, Digital Platforms & Tools

17/12/2019

Focus Solutions: Technology and improving the client experience in wealth management

Client Engagement & Management, Digital Platforms & Tools

04/12/2019

Focus Solutions: Benefits, factors and tips for successful technology project implementation

Software Development & Management, Technology Implementation & Management

27/11/2019

Focus Solutions: Delivering project implementation success for clients

Software Development & Management, Technology Implementation & Management

20/11/2019

Focus Solutions: What is Focus doing to support financial advisers and wealth managers to support the financial advice process?

Investment Platforms & Tools

13/11/2019

Focus Solutions: Thinking on the impact of RDR and the role of technology in the advice process

Compliance & Regulation, Investment Platforms & Tools

06/11/2019

Lifetime Client Engagement - Focus Solutions introduction video

Digital Platforms & Tools, Investment Platforms & Tools

20/06/2019

Features

• Manage clients from prospect, through to take on and into ongoing relationship management
• Record and manage interested party relationships
• Create personalised suitability letters
• Fully auditable with comprehensive MI & management reporting
• Tailor communications at an individual client level
• Design and manage own workflows
• Configurable
• Multi-layered hierarchy
• Secure and GDPR compliant document management and storage
• Client portal with access for individuals and interested parties

Benefits

• One holistic view of the client through the software’s financial planning and portfolio management capabilities
• Personalised journeys through a customised client portal
• Single source workflows that simplify and streamline business processes
• Ability to record potential clients efficiently
• Easy integration with the wealth manager’s existing systems

Key Data

Year launched
2017
PRICING
  • Licence
  • Subscription (SaaS)
WEALTH MANAGEMENT CLIENTS
1-5
Implementation Methods
  • Hosted (public cloud)
  • On-premise
  • On-premise or hosted
Type of Clients
  • Private Client Investment Manager
Client Regional Presence
  • Western Europe

focus:wealth

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Connect with Focus Solutions Group

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