Financial Advisor Software, CRM & AI Built for Better Advice
Hours spent on case prep, inconsistent advice between advisers, manual handoffs and growing paraplanner queues. Giving great advice isn’t the problem. Delivering it efficiently is.
In their words
The frustrations UK advisers actually face
The day-to-day friction that drags advice delivery down — straight from the people living it.
Why delivery is the bottleneck
Advice firms rarely struggle with the advice itself. They struggle to deliver it consistently, at a cost that scales.
The same case takes one adviser two hours and another two days. Work stalls in a paraplanner queue. Evidence is captured differently every time, so case-checking is slow and sampling-based. Every manual handoff between systems is a chance to rekey, mis-key, or lose the thread.
The result is a low cost-to-income ratio that won't move, and a business that can only grow by adding headcount.
At one firm, working out a single optimisation took around 9 hours per case. With the engine it takes seconds.
— Skipton Building Society advice journey
How Focus fixes delivery
Consistent advice, delivered fast
Advice Management
The practice-management hub: configurable journeys, workflow and tasks, suitability output — every case follows your defined process.
The advice engines
Financial Health Check, the Advice Engine and the Lifetime Optimiser turn hours of analysis into seconds — the same answer every time.
Straight-through
Workflow and STP carry the engine’s output into the case, the suitability letter and the platform — no re-keying, no handoffs.
Deliver more advice, to more clients, at lower cost.
Up to 50% off adviser journey times, with minimal case checking. See how advice delivery works when the platform does the admin.