Every advice firm has the same problems. Not every firm solves them.
Fragmented systems, manual processes, compliance overhead, solved at the root, not bolted-on.
The Frankenstack reality
Most advice firms run 5-10 disconnected systems, a CRM here, a back-office platform there, a fact-find tool that does not talk to either, and a compliance layer bolted on top. Every integration is fragile. Every process involves rekeying. Every regulatory change means updating multiple systems independently.
This is not a technology problem. It is a structural problem. And it cannot be fixed by adding another tool to the stack.
Focus solves the structural problems, not just the symptoms. A single, API-first platform that handles client engagement, advice delivery, compliance evidence and ongoing monitoring, integrated by design, not by workaround.
WHAT ADVISERS ACTUALLY SAY
The same complaints, again and again
207
Adviser & paraplanner observations analysed
11
Distinct problem clusters across modern advice tech
40%
Of categorised complaints are stack pain, workflow, data, integration, sprawl
#1
Complaint by mention count: workflow & time pressure
Solutions
Problems we help you solve
Eight operational challenges we see in every advice firm, and how Focus addresses each one structurally.
Fragmented advice stack
Running 5-10 disconnected systems costs you time, accuracy and sanity. Focus replaces the Frankenstack with a single integrated platform, one data model, one workflow, zero rekeying.
Digitising client engagement
Clients expect digital self-service, not paper forms and PDF fact-finds. Focus gives your clients a modern portal that gathers information, guides decisions and prepares them for advice conversations.
Consumer Duty evidence
The FCA expects ongoing evidence of good outcomes, not quarterly file samples. Focus captures structured compliance data at every step — suitability, cost, value and vulnerability — automatically.
Replacing legacy platforms
Legacy advice platforms were built for a different era. Focus is cloud-native, API-first infrastructure designed for modern advice delivery, without the migration pain you are expecting.
Continuous advice monitoring
Annual reviews miss everything that happens in between. Focus enables continuous monitoring of client portfolios, triggers and life events, so advice stays relevant, not just compliant.
Adviser productivity
Your advisers spend more time on admin than advice. Focus automates research, suitability analysis and report generation, cutting preparation time by 68% and tripling adviser capacity.
Client onboarding
Paper-based onboarding takes weeks and loses clients before they start. Focus digitises the entire journey — from initial fact-find to risk profiling to first recommendation — in days, not weeks.
Advice quality assurance
You review 8% of your files and hope for the best. Focus checks 100% of cases against suitability rules in real-time, turning quality assurance from retrospective sampling into continuous monitoring.
Find what you need
What brings you here?
Tell us a bit about yourself and what you're looking to achieve
I am a...
Financial Adviser
I provide financial advice to clients
Paraplanner
I prepare advice and suitability reports
Compliance Officer
I ensure advice quality and regulatory compliance
Business Owner
I run or manage an advice firm
TRACK RECORD
The Focus track record
Up to 50%
Reduction in adviser journey times
14 / 9 / 7 yrs
NFU Mutual / Santander / Skipton, and counting
600 hrs
Saved per month at Skipton Building Society
3,500
Business users on Focus technology daily
300k+
End consumers served through our clients
30+ yrs
Building UK advice technology since 1993
Case study
Results that speak for themselves
The results speak to what happens when advice infrastructure is built right, integrated, automated and designed around client outcomes rather than internal processes.
New clients registered on the portal at launch:
Average consumer base active each month:
Average daily logins of around:
Average client return rate each month:
Why Focus
Built on 30 years of advice expertise
Focus is not a startup experimenting with financial advice. We have been building advice technology for over three decades, partnering with some of the UK's most demanding financial institutions.
Our longest-running partnerships — NFU Mutual (14 years), HSBC (12 years), Santander (11 years), Bank of Ireland (10 years), Skipton Building Society (7 years) — reflect the kind of trust that only comes from consistently delivering results.
Our platform is API-first by design, ISO 27001 certified, and built to meet FCA regulatory requirements. Every piece of advice produced through Focus is structured, evidenced and auditable, not because regulation demands it, but because that is how good advice infrastructure should work.
Ready to solve the real problems?
Stop patching symptoms. Start fixing the structural issues in your advice operation.