We create financial advice software
Our financial advice software is built as a flexible set of components that help advice firms solve real client problems.
You can use individual journeys, combine connected experiences, or plug in the core engines that power them. Each part works on its own, or as part of a wider digital estate, so you only implement what you need, when you need it.
Whether your advice is delivered through digital-only channels, supported by telephony, or complemented by face-to-face and branch-based interactions, our software fits seamlessly into how your firm operates.
The result is clearer client conversations, more consistent advice delivery, and digital experiences that genuinely support advisers and their clients.
Focus' software is
Get in touch, and get a demo bookedWhat can we help you with?
Focus Digital Client Engagement tools help firms scale personalised journeys without lowering standards. Structured onboarding, triage, profiling and guided data capture turn complex conversations into clear, compliant inputs. Clients move at their own pace. Advisers stay in control. Every interaction feeds a coherent advice process rather than creating disconnected portal activity.
Focus engines power consistent, explainable advice across retirement, protection, investments and beyond. Deterministic modelling, wrapper optimisation and structured outputs ensure every recommendation is traceable and auditable. The result is advice that is technically robust, commercially practical and ready for regulatory scrutiny - without slowing advisers down.
Our API-first architecture allows firms, networks and partners to embed Focus capability wherever it belongs. Engines can be consumed independently or orchestrated as part of a broader advice journey. Clean endpoints, structured payloads and multi-tenant design make integration straightforward - whether you are enhancing an existing platform or building something new on top of ours.
Great software makes things work for people
We understand the power of good advice.
That's why all of our user experiences are designed around showing the benefit of advice so that your customers come to you.
Our tools don't just solve problems, they also help you connect personally with your users.
Digital client engagement journeys
Digital journeys that solve key consumer problems, which you can use singly or connect to make powerful experiences.
Learn moreEngage, acquire and advise
Our tools help consumers buy into advice by showing them the impact of financial planning.
- Help consumers manage their finances, self-assess and transact through a personalised client portal.
- Meet the increasing service-level expectations of your target market.
- Grow market share by lowering your cost to serve, or grow your profitability without other changes.
- Automatically present personally relevant solutions, and new business opportunities, to consumers.
Advice delivery and business management
Tie the journeys together with data in your current systems, or bring our tech platform in for even greater data re-use.
Learn moreConnect everything for incredible advice delivery
A modern replacement of our powerful focus:360° practice management tool, our advice product brings together a new suite of API-accessible financial planning engines.
- 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
Financial advice software, planning and analysis tools, and APIs
Use our ready-made engagement journeys, or create your own using our API, and engage clients using tools that feel human.
Learn moreAutomatic, optimised and easy to deploy
Our financial advice software delivers online, on-demand financial planning and analysis capabilities through a fully API accessible platform.
You can access planning tools directly via the Focus API, through ready-made product journeys, or through solutions tailored to your firm’s specific needs. Everything is fully integrated and secure, giving you a cost-effective and scalable way to deliver advice across your digital estate.
Now including the Advice Engine, our latest automation capability, designed to support faster, more consistent advice delivery at scale.
The platform enables mathematically optimised portfolios via API, supporting complex product and portfolio allocations with precision. Legacy portfolios can be transitioned easily, whether on a single case basis or in bulk, without disrupting existing client relationships.
The result is financial planning software that reduces operational effort, improves consistency, and gives firms greater control over how advice is delivered and evolves over time.
Revolutionary, not evolutionary
We've invested millions in API-first cloud technology to provide the foundation for transforming advice delivery.
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