AI-native financial advice software
Stop paying for complexity, put a complete AI driven advice management platform at the heart of your business.
"It's like ██████, but on steroids!"
— what a prospect told us
Your data, your call
Most firms are running a monster — a dozen tools stitched together, none of them really talking, each with its own invoice. Sure, you could keep paying a stack of vendors for disconnected systems that sort of let you do your job. But why on earth would you?
Focus is the SmartStack: one platform doing the work of the dozen. Getting your data in is easy, and — unlike the incumbents — getting your data out is easy too. No hostage situation, your data stays yours.
(A data lake is the only thing you can do when you're using legacy technology that limits the access to your systems, however this only half-solves the problem - Focus fully solves it.)
What we make
We make
…one connected stack that does the work of your whole toolset — instead of a dozen systems that don't talk to each other.
Reduction in prep time
Frees advisers to focus on advice
First-time case success
Consistent, compliant advice delivery
Increase in client capacity
Serve more clients without more headcount
Switching is on us
We take the cost and the faff out of moving
No sleight of hand — here's exactly what's on us, and where the limits are.
30 days free
Try our tools free for 30 days — no card, no commitment. (Free trials cover the tools, not the full platform.)
We help cover your exit
Tied into notice elsewhere? For your first year we'll offset your current provider's notice-period costs — up to six months' worth.
Migration on us
We put a budget of delivery days behind getting your data in and getting you live.
The shape of it
Focus embedded AI is the foundation
That embedded AI connects three key areas that support your whole advice life cycle through one platform: how clients meet you online, how the advice gets made, and how it opens up to everything else through one API-first layer.
Digital Client Engagement
Client-facing tools that gather information, guide decision-making, and prepare clients for advice conversations
Advice Management & Automation
Practice-management hub plus the Advice Engine — automating analysis, generating recommendations, and keeping advice consistent and compliant
APIs & Integration
API-first architecture: get your data out of legacy systems, and embed Focus advice wherever you need it
Explainable engines, embedded AI.
Deterministic engines deliver advice you can trust; embedded AI makes it effortless — cutting delivery time by up to 50%. Not an AI guess; a real calculation, every time. Stop waiting for the legacy bus. Get into Focus.
See it in action
Eight hours of paraplanner work, in seconds
Watch a case that would take a paraplanner the best part of a day get done in seconds. The engines do the heavy lifting; the adviser stays in control.
Case study
International bank
This approach (and our award-winning software) helped one customer to meet their 5 year business plan in 6 months.
They also saw some transformational results (as shown).
New clients registered on the portal at launch:
Average consumer base active each month:
Average daily logins of around:
Average client return rate each month:
Track record
Thirty years of advice tech, and we still get up early for it
We've been making advice technology since 1993. Long enough to have seen every fad come and go, and every regulator change their mind a few times.
The useful stuff — making advice cheaper to deliver, easier for clients to understand, and harder to get wrong — that's what we've stayed obsessed with. Banking-grade security, ISO 27001, fifteen years of zero unplanned downtime, and partnerships measured in decades, not contracts.
We spent years inside a regulated FTSE 250 business and went independent in December 2024 — same people, same standards, now moving a good deal faster.
The rest of the industry calls that boring. We call it the point.
PARTNERSHIPS, NOT CONTRACTS
Decades, not deals
14 yrs
Partnership with NFU Mutual
9 yrs
Partnership with Santander
7 yrs
Partnership with Skipton Building Society
Up to 50%
Reduction in adviser journey times
Case studies
We get it done
Skipton Building Society
Tools that build better client conversations and let consumers self-serve the fact-find.
Read more→
NFU Mutual
Going live with the Focus Advice Engine across NFU Mutual’s national adviser network.
Read more→
Aberdeen Thailand
Creating Aberdeen's first consumer-facing iOS & Android app, bringing mobile trading to Thailand.
Read more→
The Professional Football Association
Helping ProSport educate and engage professional athletes with digital tools.
Read more→Try one. Then buy one.
Free tools today. Yours to embed tomorrow.
Try any of these in your browser, free, no signup — same engine as the platform our customers run on. Like one? Buy a Member licence and plant it on your website, in your onboarding, or in your client portal. That's where these tools actually earn their keep.
Mortgage repayment
Monthly and total mortgage cost at a glance, based on editable pre-filled data.
Smart Saver
Show the impact of saving smarter, not harder — small weekly contributions compounding into real money.
Pension Growth
A guided journey through the levers driving retirement income. Shows the value of advice without saying the word.
Find what you need
What brings you here?
Tell us a bit about yourself and what you're looking to achieve
I am a...
Financial Adviser
I provide financial advice to clients
Paraplanner
I prepare advice and suitability reports
Compliance Officer
I ensure advice quality and regulatory compliance
Business Owner
I run or manage an advice firm
Hear from our clients:
Focus from around the globe
We get you the right customer outcomes.
Talk to us about your advice transformation, or buy a Focus tool and embed it directly into your website, your onboarding, or your client portal. Try them free here first — then take one home.
Want help? We're here for that!
Let's talk - get in touch
01926 468300Just want our sales team?
0800 111 4803Prefer to email? Cool.
hello@focusadvice.techSay bonjour!
We'd love to talk - why not get in touch?
Or just come have a coffee with us: