Partners & integrations
Built to connect: 23 API domains, 633 endpoints, no walled garden. And where you're ready, Focus replaces the rest.
Financial advice does not happen in isolation. Advisers work across multiple platforms, back-office systems, wrap platforms, research tools, compliance engines, and client portals. Focus is designed to sit at the centre of that ecosystem, connecting to everything your firm needs.
Our integration philosophy is straightforward: we publish well-documented, versioned APIs and we consume them too. Every capability in the Focus platform is available through our API layer, which means your existing systems can push data in and pull data out without manual re-keying or batch file transfers.
Public API domains
API routes
Endpoints
OpenAPI documented
Integration categories
Focus integrates across the full financial advice technology stack.
Back-office systems
Bi-directional integration with platforms like Intelliflo and IRESS. Client data, valuations, and policy information flow automatically between systems without manual re-keying.
Wrap platforms
Direct connections to wrap and platform providers for real-time valuations, fund data, and transactional capabilities. Your advisers see the data they need without switching screens.
Research & analytics
Integration with research tools, risk-profiling services like FinaMetrica and Oxford Risk, and fund analytics platforms to enrich the advice journey with third-party data.
Compliance & regulation
Automated compliance checks, suitability assessments, and audit trail generation. Integration with regulatory reporting tools ensures your firm stays ahead of FCA requirements.
Document generation
Templated suitability reports, client communications, and regulatory documents generated automatically from advice data, reducing manual effort and ensuring consistency.
Communications
Email, SMS, and portal notifications integrated into advice workflows. Clients and advisers stay informed at every stage of the advice journey through their preferred channels.
Technology partners
We work with leading technology providers to deliver a comprehensive advice platform.
Microsoft Azure
Focus runs on Microsoft Azure, deployed across UK data centres with geo-redundant failover. We use Azure Cosmos DB, Azure Kubernetes Service, and Azure DevOps for our CI/CD pipeline.
OpenAPI & developer tools
Every API is documented using the OpenAPI 3.0 specification. Our developer portal at docs.focusadvice.tech provides interactive documentation, code samples, and sandbox environments.
Identity & security
Integration with Azure AD, SAML, and OAuth 2.0 identity providers. Support for multi-factor authentication, single sign-on, and granular role-based access control.
Monitoring & observability
Application Insights, structured logging, and real-time health dashboards. 99.95% SLA-backed uptime with proactive incident detection and automated alerting.
CI/CD & automation
Automated build, test, and deployment pipelines. Every change goes through automated testing, security scanning, and staged rollout before reaching production.
Integration toolkit
SDKs, webhooks, and event-driven integration patterns. Whether you want to embed Focus capabilities into your own applications or consume events from advice workflows, we have the tools.
API-first by design
Focus was rebuilt from the ground up as a microservices platform with an API-first architecture. Every feature in the platform — from client onboarding to suitability letter generation — is accessible through our public API layer.
This is not a legacy system with APIs bolted on afterwards. The user interface that advisers interact with every day uses exactly the same APIs that are available to your integration team. If you can do it in the UI, you can automate it through the API.
Our developer portal at docs.focusadvice.tech provides full interactive documentation for all 23 API domains, with request/response examples, authentication guides, and sandbox environments for testing.
Ready to connect?
Whether you want to integrate Focus with your existing systems or explore our partnership programme, we would like to hear from you.