Advice delivery and business management

Fast, powerful and human

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Practice management

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.

A financial adviser working with their customer to complete a digital factfind

Our advice technology helps you grow

  • Everything you need at the heart of a modern advice business
  • Built to integrate with your business, and deliver world-class productivity and efficiency
  • Control your business with automation, consistency and audit trails
  • Much more than just practice management
Automatically consistent and compliant
No need to re-key client data
Just deliver great advice

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

- 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

How it works

Modular and configurable by design, but with rich functionality available 'out of the box', each Focus product works independently, but becomes more powerful when combined with others.

With a rich set of 3rd party integrations and a powerful API, our advice delivery solution meets the needs of 'enterprise' level customers.

We have implementation partners who can help you get up and running quickly, or you may want to take individual digital journeys, or benefit from a more streamlined approach offered by our individual Financial planning engines and APIs.

Focus Solutions makes engaging digital financial advice software that works across devices and channels

Focus Advice Delivery

Everything you need

Our Advice delivery product improves productivity levels by freeing up advisers' time (up to 68% in some cases), and can increase the quality and audit of advice - some of our customers have seen first-time case checking success jump from 45% to 100%.

Opportunity generation

  • Data mining
  • Lead management
  • Targeted communications
  • Client portal engagement
01

Establish your goals

  • Identify objectives
  • Prioritise needs
  • Individualise goals
02

Gather your data

  • Dynamic fact-finding
  • Risk profiling
  • Affordability
  • Personal balance sheet
  • Tax summary
  • AML checks
03

Analyse & evaluate

  • Cash-flow analysis
  • "What-if" scenarios
  • Shortfall analysis
  • Quotations
04

Develop your plan

  • Prioritise your objectives
  • Present your recommendations
  • Produce suitability reports
  • Client approves recommendations
05

Implement your plan

  • Record outcomes
  • Apply
  • Monitor new business
06

New business processing

  • Product-specific new business workflow generation
  • Workflow task management
  • Pending and final confirmed policy details update
  • Status notifications to all relevant parties
07

Monitor & adjust

  • Client & policy management
  • Service management
  • Service reporting
  • Valuations
  • Automated alerts
  • Data mining
  • Client portal interactions
08

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

A financial adviser demonstrating the value of advice
  • 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

Contact us