focus:360 adviser

focus:360 adviser

Focus Solutions
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About

The IRIUM software is specifically designed in the most modern environments (Windows® and Unix®) and gives relevant information to decision-makers, helping them to make the best choice in all the fields of their business management (finances, sales and stocks management, equipment, services, rental, etc.). Our software products are designed for companies that have one or several thousand employees and can be used for different setups from 1 to 2,500 computer work-stations. Our experts can advise you, according to your business sector and the size of your company, to choose the most suitable software among our full range of solutions. You need an efficient, intuitive and ergonomic software for your dealership so as to maximize your daily productiveness and improve your reactivity towards your clients, don't you? You want software that can gather all the different aspects of your business together? You need a Customer Relationship Management software (CRM) to handle your customers.

About

focus:360° connects the different elements of your business, internally and externally, giving you a single omni-channel distribution platform, it is a true financial distribution enabler. It delivers the underlying functionality that is shared by our core products, focus:adviser, focus:client, focus:broker and now:advise, each of which have been designed to support specific distribution channels. focus:adviser is a regulated sales automation solution that supports multiple distribution channels across the full range of financial products and client needs. It improves productivity levels by freeing up advisers’ time (up to 68% in some cases), and can increase the quality and audit of advice, some of our customers have seen first-time case checking success jump from 45% to 100%. At its heart, focus:adviser is built on focus:360°. Configured to suit your business, focus:adviser gives you the client management and financial planning functionality needed to connect with.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Equipment dealers, distributors, and repair companies requiring a dealer management solution to optimize processes and facilitate operations

Audience

Companies and businesses seeking a sales automation solution to improve their processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Irium-software
Founded: 1982
France
www.irium-software.uk

Company Information

Focus Solutions
United Kingdom
www.focus-solutions.co.uk/products/focus360/

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Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim Irium-software and update features and information
Claim Irium-software and update features and information
Claim focus:360 adviser and update features and information
Claim focus:360 adviser and update features and information