Focus Solutions unleashes wealthtech portal and hub
Focus Solutions has launched a personalised client portal and hub for a wealthtech double.
The portal, called focus:wealth, offers “one holistic view of the client through the software’s financial planning and portfolio management capabilities”.
For example, users can record and manage interested party relationships; create personalised suitability letters; and tailor communications at individual client level.
Dave Upton, MD at Focus Solutions, says it built focus:wealth on the same tech stack that powers the rest of its software – meaning firms can have a “fully integrated, fully joined up advice and discretionary fund management (DFM) offering sitting on a shared collaboration platform”.
The wealth hub is an integrated solution for both wealth managers and their clients.
It brings together focus:wealth by Focus Solutions, BITA Wealth by BITA Risk and IMiX by Investment Software Limited.
These three technologies offer a client portal, risk profiling and management and portfolio management respectively.
This delightful double follows on from last week when Focus Solutions unveiled focus:digital, an interactive financial advice software for wealth managers, banks, and IFAs to offer to their clients.
Focus Solutions was founded in 1995. Since 2011 it has been fully owned by Standard Life but operates independently.