Fintech Financial Planning Software
Faster, more personalised, more efficient advice.
The planning stack that's holding the firm back
Look at how most advice firms operate today. Five tools, four data sources, three integrations that mostly work, and an adviser stitching the journey together by hand. Each tool was best-in-class when it was bought; collectively they're a stack that fights itself every day.
That stack costs you in three places. Time — case-prep takes hours that should take minutes, and every adviser has their own workaround. Consistency — two clients with identical fact-finds get different recommendations from different advisers, sometimes from the same adviser on different days. Growth — you can't scale a process that depends on the adviser remembering which spreadsheet feeds which form.
What firms actually need from "fintech financial planning" isn't a buzzword. It's a system where the data flows once, the engine runs the same way every case, and the adviser spends their time on the part only an adviser can do. That's what fintechs got right, and what advice software, mostly, didn't.
IN BRIEF
Five tools, four data sources, three integrations that mostly work, and an adviser stitching it together by hand. Each was best-in-class when it was bought; collectively they fight each other every day.
Sound familiar? Let's untangle it.
Five minutes, no pitch. Tell us where your stack is fraying — we'll diagnose and be straight about what would help.
A different approach
A planning platform built like a fintech product
Focus replaces the multi-tool stack with a single connected platform. Data capture, modelling, recommendation production, suitability, and ongoing review run on one engine, against one client model, with one audit trail.
That's not "AI replacing advisers." It's the boring, deterministic part of the job — the stuff every case has in common — done in the background. Advisers spend the meeting on judgement, relationship, and the conversation about what the recommendation means.
The connected approach is what unlocks the next decade of growth. The disconnected one keeps you stuck where you are.
Operational leverage
Where fintech-grade planning pays back
Four places the integrated approach changes the operating model, not just the toolset.
Automate repetitive tasks
Planning, admin, and case-prep tasks handled by the platform, so advisers spend their time on advice, not data entry.
Standardise advice processes
One workflow across teams. Same process, same evidence, same quality bar, regardless of who runs the case.
Reduce manual input
Single client model means data flows once, then everywhere it needs to go. No duplicate fact-finds.
Scale without overhead
Adviser capacity grows with the platform, not the headcount. Serve more clients per adviser, not by hiring more advisers.
See it run on a case that looks like yours.
A 30-minute demo, end-to-end, on the platform you would actually use.
Personalised advice without the time penalty
Your clients expect advice that reflects their individual circumstances and goals. The platform connects client data, modelling tools, and advice workflows so advisers deliver personalised financial planning while staying consistent across the business.
The platform combines personalisation with automation, so advice feels bespoke without being bespoke. Same answer for the same fact-find, every time, regardless of who runs the case, but the conversation, the framing, and the priorities all reflect the individual client.
That's what strengthens client relationships and what improves engagement throughout the advice journey. The adviser shows up with the maths already done.
Planning, data, and advice delivery on one engine
Integration is the headline benefit, but it's the kind of integration that matters. Focus brings together client data, financial modelling, and advice delivery into a single connected tool, built that way from the start, not glued together later.
Information flows once. Accuracy improves, the risk of conflicting outputs disappears, and advisers manage the entire planning process in one place, initial engagement through to ongoing client management. A more joined-up and effective approach to financial advice that holds up at scale.
Infrastructure
ISO 27001 certified, banking-grade controls.
Architecture
Cloud-native, designed for advice workloads at scale.
Integration
23 public API domains, OpenAPI documented.
A planning model built for the next decade
Adopt the fintech approach and position the firm for the next decade rather than the last one. Connected, scalable infrastructure that supports advisers and clients alike, and an operating model that gets cheaper to run, not more expensive, as you grow.
Deliver faster, smarter, more effective financial advice with technology built for modern advisory firms.
Move beyond the legacy planning stack.
Automation, integration, and scalability in a single platform. Faster delivery, more personalised advice, a stronger client experience, and a firm that scales without breaking.