Focus Solutions releases financial advice software for FIs
Fintech Focus Solutions is launching focus:digital, an interactive financial advice software for wealth managers, banks, and IFAs to offer to their clients. The solution can sit either directly on the adviser website or could be integrated within it.
According to the firm, the software is “designed to be much more than just gamified fact-finding”.
“We want to change the way people engage with their finances, making it easy to ‘save smarter rather than harder’,” says Mike Hearfield, head of digital at Focus Solutions. “Our vision is one where consumers feel calm and in control of their finances, supported by intuitive and engaging tools that connect people rather than confusing them.”
The system allows these FIs to acquire and on-board clients through assessment tools, which allow tailored financial plans. It is also designed with an array of features, including customer-adviser connecting tools.
The software provides a single underlying data model with embedded modelling tools plus personalised, relevant content to give value to client engagements.
