Advice Management
The practice-management hub your whole advice operation runs on — clients, cases, workflow, suitability and the advice engines, in one API-first platform.
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.
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.
Case study
NFU Mutual
Graham Harvey
Head of Financial Services, NFU Mutual
Agent offices introducing leads
To create a client's financial healthcheck
Clients supported
Enterprise-grade technology
Documents managed
Advice Engine + Advice Delivery
Powering NFU Mutual’s national adviser network at go-live in 2025.
Scalable advice operations, built in from day one
Modern advice firms need more than practice management; they need structured operational infrastructure that standardises delivery across teams while retaining flexibility where it matters.
Configurable advice journeys
Define once, apply consistently across every adviser. Quality and repeatability at scale without micromanagement.
Automated workflows beyond CRM
Workflows span modelling, documentation, compliance checkpoints, and case progression, not just task lists.
Built-in compliance and audit trails
Governance and auditability are embedded into every stage, so outputs remain consistent and regulator-ready.
AI that sits inside your advice rules, not outside them
Most AI tools in financial services act as black boxes, opaque models making opaque decisions. Focus takes the opposite approach: AI operates strictly within your configured suitability frameworks, advice methodology, and compliance rules.
Explainable by design
Every recommendation traces back to defined inputs and logic your firm controls. No hidden weightings, no unexplainable outputs. Regulators can audit the reasoning; advisers can trust the results.
Intelligent automation, not autonomous decisions
AI accelerates fact-finding, risk profiling, cashflow modelling, and suitability report generation, but always within boundaries you set. Product universes, risk tolerances, tax assumptions, and investment preferences remain yours to configure.
Consistent across every adviser, every case
Because the rules are centralised, every case follows the same logic regardless of who handles it. That means fewer errors, faster compliance sign-off, and scalable growth without adding headcount.
How it stays in bounds
One platform, every stage of the advice journey
Focus connects opportunity identification, planning, implementation, and ongoing service inside a single API-first platform, replacing the patchwork of disconnected CRM, planning tools, and back-office systems most firms run today.
Engage
Data mining, lead management, and client portal engagement feed directly into advice workflows.
Gather and analyse
Dynamic fact-finding, affordability analysis, tax summaries, AML checks, cashflow modelling, and scenario planning, all embedded in structured journeys.
Recommend and implement
Suitability reports, documentation, task management, and policy tracking are generated and managed centrally.
Monitor and review
Valuations, service reporting, automated alerts, and client interactions stay connected within the platform.
API-first architecture with CRM connectivity
We have invested millions in cloud-native, API-first technology so that advice delivery is the centre of your tech estate, not a bolt-on.
And where you're not ready to move everything at once, Focus integrates with your existing CRM, back-office platforms and client portals out of the box.
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%.
The result: lower cost to serve, higher case throughput, consistent advice quality, automated compliance reporting, and revenue growth without adding headcount.
This is not an incremental improvement — it is an operational transformation.
Revolutionary, not evolutionary
A modern, API-first platform that sits at the heart of your advice operation.
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.
Enterprise foundation