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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.

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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