Focus delivers wealth management CRM software designed for modern advisory firms
Modern financial advice firms need more than contact management.
Our platform brings together client data, advice workflows and financial planning capabilities, enabling firms to deliver high-quality, compliant advice at scale.
Built on technology trusted by leading financial institutions, Focus combines deep industry expertise with enterprise-grade capability to support firms at every stage of growth. From initial engagement through to ongoing advice delivery, Focus provides a single, connected system designed to improve efficiency, strengthen client relationships and support long-term business performance.
IN BRIEF
Generic CRM is built around the sale. Wealth-management CRM has to be built around the advice, every interaction, recommendation and outcome, structured and connected.
A Wealth Management CRM Built for Advice, Not Sales
Most CRM platforms are built around pipelines and sales activity. Focus is designed around the realities of financial advice.
Our CRM supports the full client lifecycle, ensuring that every interaction, recommendation and outcome is structured, connected and aligned with regulatory requirements. This gives firms complete visibility across client relationships while maintaining consistency in how advice is delivered.
With Focus, you can:
- Manage complex client relationships across multiple products, services and life stages
- Maintain a complete, structured record of advice, communications and decisions
- Deliver consistent, compliant advice across teams and locations
- Align client management with real advisory workflows, not sales processes
By structuring CRM around advice rather than sales activity, Focus enables firms to operate more effectively and deliver a higher standard of service.
Built for advice, by design
A Complete Wealth Management Solution
Focus goes beyond traditional CRM to deliver a fully connected wealth management solution.
Instead of relying on multiple disconnected systems, Focus brings together client data, workflows, planning tools and integrations into a single platform. This removes fragmentation, improves data accuracy and gives firms complete control over how advice is delivered.
Key capabilities include:
- Centralised client data, financial information and documentation
- Integrated workflows aligned to advice processes and regulatory requirements
- Seamless connection to financial planning engines and modelling tools
- API integration with your wider technology stack
This connected approach ensures data flows efficiently across your organisation, reducing errors and enabling better decision-making.
Advanced Wealth Management Applications for Modern Firms
Focus provides a suite of wealth management applications designed to support the complexity of modern advisory environments.
From managing client relationships through to supporting ongoing advice delivery, these applications bring structure and visibility to every stage of the client lifecycle. Advisers can track interactions, manage workflows and maintain consistent engagement without relying on multiple systems.
By combining client management, workflow tracking and communication tools in one place, Focus enables firms to operate more efficiently while maintaining a high standard of service. Each application is designed to be intuitive and easy to use, ensuring advisers can focus on delivering value rather than navigating complex systems.
Streamline Operations and Reduce Cost to Serve
Operational efficiency is critical to profitability in wealth management.
Focus CRM reduces administrative burden and enables firms to operate more effectively by automating processes and improving consistency across teams.
With Focus, you can:
- Automate repetitive processes and reduce manual input
- Eliminate duplication across systems and teams
- Standardise workflows to maintain quality and compliance
- Scale advice delivery without proportional cost increases
This creates a more efficient operating model, allowing advisers to handle more clients without increasing overhead. By improving consistency and reducing manual effort, firms can deliver advice more quickly while maintaining quality and compliance.
Efficiency gains
Enterprise-Grade Technology, Designed to Scale
Focus is built on secure, API-first cloud technology used by leading financial institutions.
This provides the reliability, flexibility and scalability required to support complex advisory businesses, from enterprise organisations to ambitious mid-market firms. This foundation allows Focus to support complex advisory environments while remaining flexible enough to adapt as your business grows.
Technology highlights:
- Secure, scalable infrastructure designed for financial services
- API-first architecture enabling integration with internal and third-party systems
- Cloud-based deployment with enterprise-grade security and data protection
- Built on technology trusted by leading global banks
Learn more about our API-first technology platform.
Connected to a Wider Financial Advice Ecosystem
The Focus CRM is part of a fully integrated financial advice platform that connects client data with planning, modelling and delivery tools.
This creates a seamless flow from data through to advice, improving efficiency, reducing duplication and enabling better outcomes for both advisers and clients. Integration with financial planning engines and modelling tools, alongside API connectivity with your existing systems, ensures everything works together within a single environment.
The result is a unified view across client data, advice processes and outcomes, removing silos and enabling a more joined-up and effective approach to financial advice.
Why Advisory Firms Choose The Focus Wealth Management CRM
The Focus CRM is designed specifically for financial advice, not adapted from generic sales platforms. It combines client management, workflows and financial planning capabilities in a single connected system. This approach enables firms to operate more efficiently while maintaining the flexibility needed to adapt to changing client and regulatory demands.
Purpose-Built for Advice
Designed around advice workflows, not sales pipelines
Fully Integrated
Connected to planning engines and modelling tools
FCA-Compliant
Built with regulatory requirements at its core
Scalable Technology
API-first, cloud-based infrastructure
Trusted by leading financial institutions
Customer story
Real outcomes from real firms
Jo Barwick
Skipton Building Society
Calculations a month
Daily users on Focus tech
Cases fully automated
Less time to prepare advice
Advice Engine
Now embedded in Skipton Building Society's advice journey
Replace Your Legacy CRM with a Platform Built for Advice
One integrated platform for client relationships, advice delivery, and operations, built for advisory firms, not adapted from generic sales CRM.