Software for modern advisers
We fit at the heart of your business, just like your customers
A modern replacement of our powerful focus:360° practice management tool, our advice delivery software brings together a new product set of API-accessible financial planning tools and engines.
This gives you a powerful, robust and scalable business operations platform that underpins all of the different Focus tools that you might be running.
Financial advice CRM integration with full advice delivery capability
Many firms searching for a financial advice CRM want better organisation and control.
Traditional CRM systems manage contacts and pipelines, but they do not deliver financial advice.
Focus integrates seamlessly with your existing financial advice CRM while extending far beyond it. Our financial advisor software connects client data, advice workflows, modelling tools, and compliance processes into one unified platform.
No re-keying. No disconnected systems. No fragmented advice journeys.
Instead, you get automated financial advice delivery built around your firm's methodology and governance model.
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Case study
We needed technology that could solve so many of the modern advice business challenges – joining up systems, automating processes, enabling holistic advice and delivering the scale and performance we require.
- Graham Harvey
NFU Mutual
280
Agent offices introducing leads
170,000
Clients supported
15,000,000
Documents managed
15 mins
To create a client's financial healthcheck
API First
Enterprise-grade technology
Focus Advice
NFU Mutual's advice system
Financial advisor software designed for scalable advice operations
Modern advice firms need more than practice management; they need a structured operational infrastructure.
Our financial advisor software enables firms to standardise advice delivery across teams while retaining flexibility where it matters.
Configurable advice journeys within financial advisor software
Advice journeys can be configured once and applied consistently across all advisers, ensuring quality and repeatability at scale.
Automated workflows beyond traditional financial advice CRM tools
Workflows extend beyond CRM task management to include modelling, documentation, compliance checkpoints, and case progression.
Built-in compliance and audit trails within financial advisor software
Governance and auditability are embedded into every stage of advice delivery, ensuring outputs remain consistent and regulator-ready.
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AI for financial advice built into enterprise financial advisor software
Focus Advice Delivery is enterprise-grade financial advisor software designed to sit at the heart of your business.
Built as a modern evolution of our focus:360° practice management tool, our platform combines AI for financial advice, workflow automation, financial planning engines, and API-first integration into a single scalable system.
The result is a robust business operations platform that underpins every stage of advice delivery while maintaining control, compliance, and consistency.
AI for financial advice that remains explainable and compliant
AI is only valuable in regulated financial advice environments when it is transparent, controlled, and fully auditable.
Focus applies AI for financial advice CRMs within defined advice rules, suitability frameworks, and structured operational workflows. Rather than acting as a standalone decision-maker, AI operates inside your configured advice methodology, ensuring that outputs remain aligned to your firm's governance model and regulatory requirements.
This approach allows firms to benefit from automation and optimisation without sacrificing oversight, consistency, or accountability.
AI-driven fact-finding and risk profiling for financial advice
Effective financial advice starts with accurate, structured data.
Our financial advisor software uses AI to support dynamic fact-finding, guiding advisers through intelligent data capture journeys that adapt based on client responses. Risk profiling and affordability assessments are automated within predefined parameters, ensuring alignment with your firm's suitability standards.
This reduces manual data entry, eliminates duplication, and improves accuracy, while ensuring every client record is complete, consistent, and audit-ready.
AI-driven fact-finding and risk profiling for financial advice
Effective financial advice starts with accurate, structured data.
Our financial advisor software uses AI to support dynamic fact-finding, guiding advisers through intelligent data capture journeys that adapt based on client responses. Risk profiling and affordability assessments are automated within predefined parameters, ensuring alignment with your firm's suitability standards.
This reduces manual data entry, eliminates duplication, and improves accuracy, while ensuring every client record is complete, consistent, and audit-ready.
AI-supported financial planning analysis and suitability generation
Financial planning analysis often involves complex modelling, scenario testing, and documentation.
Focus applies AI for financial advice within cashflow modelling, what-if analysis, and suitability generation to accelerate these processes. The system evaluates client objectives, risk tolerance, tax considerations, and financial position within structured rules to produce consistent, explainable outputs.
Suitability reports and supporting documentation are generated automatically, using logic configured by your firm. Every recommendation is traceable back to defined rules and inputs, making it suitable for regulated advice environments where governance and clarity matter.
AI automation inside structured financial advisor software
Within Focus financial advisor software, AI functions as part of a broader advice delivery framework. It works alongside workflow automation, compliance checkpoints, and audit trails to ensure every action is recorded and reviewable.
Because AI sits inside configured advice logic, firms maintain control over:
- Product universes
- Investment preferences
- Risk boundaries
- Tax assumptions
- Suitability thresholds
This ensures consistency across every adviser and every case. The result is AI-enabled financial advisor software that enhances productivity, strengthens compliance, and supports scalable growth without compromising regulatory integrity.
Financial advisor software supporting the full client lifecycle
Focus financial advisor software connects every stage of the advice journey inside one integrated, API-first platform.
From initial opportunity identification through to ongoing service and review, the system removes fragmentation between CRM, financial planning tools, compliance processes, and back-office operations. Instead of managing disconnected systems, advisers and operations teams work within a single structured environment designed to support scalable, compliant advice delivery.
This ensures that client data flows seamlessly across every stage of the lifecycle, eliminating duplication, reducing risk, and improving operational visibility.
Opportunity generation and client engagement through financial advice CRM integration
Data mining, lead management, and client portal engagement are connected to advice workflows.
Fact-finding and data gathering within AI-enabled financial advisor software
Dynamic fact-finding, affordability analysis, tax summaries, and AML checks are embedded into structured journeys.
Financial planning analysis using AI for financial advice
Cashflow modelling, shortfall analysis, quotations, and scenario planning are delivered through integrated planning engines.
Suitability reporting and implementation within financial advisor software
Recommendations, documentation, workflow task management, and policy tracking are automated and centrally managed.
Ongoing monitoring and service management through integrated advice software
Valuations, service reporting, automated alerts, and client interactions remain connected within the platform.
to under 1.
- Portfolio analysis & restructuring
- Tax-efficient fund allocation
- Advice policy application
- Transaction generation
- Suitability report creation
API-first financial advisor software with financial advice CRM connectivity
We have invested millions in API-first cloud technology to transform financial advice delivery.
Our financial advisor software integrates with:
- Financial advice CRM systems
- Back-office platforms
- Client portals
- Third-party providers
This ensures advice delivery sits at the centre of your technology estate rather than operating in isolation.
Enterprise financial advisor software delivering measurable operational impact
Some firms have freed up adviser time by up to 68%.
Others have improved first-time case checking success from 45% to 100%.
By embedding AI for financial advice inside scalable financial advisor software, firms can:
- Reduce cost to serve
- Increase case throughput
- Improve advice consistency
- Automate compliance reporting
- Scale revenue without increasing headcount
This is not an incremental improvement; it is an operational transformation.
Discover how our AI-enabled financial advisor software integrates with your financial advice CRM and transforms advice delivery at scale.
Speak to our team today Revolutionary, not evolutionary
We've invested millions in API-first cloud technology to provide the foundation for transforming advice delivery.
Our advice delivery software lets you
- Scale your business, on your terms.
- Deliver engaging financial planning to your clients.
- Develop a consistent quality of service, regardless of adviser.
- Reduce administrative overheads across all areas of your operation.
- Stay ahead of regulatory changes and produce automated compliance reporting.
- Build stronger client relationships to deliver increased satisfaction and drive revenue growth.
Get in touch with us today to find out how we can help you
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