Audience
Companies and businesses seeking a sales automation solution to improve their processes
About focus:360 adviser
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.
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Integrations
No integrations listed.
Company Information
Focus Solutions
United Kingdom
www.focus-solutions.co.uk/products/focus360/
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Product Details
Platforms Supported
SaaS
focus:360 adviser Frequently Asked Questions
focus:360 adviser Product Features
Investment Management
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Accounting Management
Benchmarking
Commodities
Fund Management
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management