focus:360 adviser
focus:360 adviser is an advanced investment management software designed to enhance financial advisory services. By streamlining client management and optimizing portfolio allocations, it empowers advisers to deliver personalized advice efficiently. With integrated digital engagement tools, it enables clients to explore their financial options independently or collaboratively, enhancing overall satisfaction and productivity.
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Top focus:360 adviser Features
- Investment modelling service
- Proactive client-centric advice
- Integrated practice management
- Digital client engagement tools
- API-first financial modelling
- Automated portfolio optimisation
- Enhanced client onboarding experience
- Customised advisory workflows
- Real-time financial planning calculators
- Insightful client data analytics
- Multi-channel distribution support
- FCA-compliant solutions
- Award-winning software design
- Human-centred technology focus
- Time-saving automation features
- Improved advice auditing
- Scalable security measures
- Client self-service options
- Enhanced adviser productivity
- Continuous learning and improvement
