focus:adviser
Configurable. Integrated. Holistic.
Providing an integrated and innovative suite of tools, including an engaging client portal, focus:adviser enables you to deliver a proactive, client-centric advised service.
Configured during the implementation phase to meet the needs of your organisation, focus:adviser flexes to help you generate a client-base with the potential to migrate to higher value services as their wealth grows.
focus:adviser delivers a complete practice management capability, allowing you to operate new business processing, handle remuneration management, perform manual and automatic valuations and service reporting and automate your compliance management and case checking.
Configured during the implementation phase to meet the needs of your organisation, focus:adviser flexes to help you generate a client-base with the potential to migrate to higher value services as their wealth grows.
focus:adviser delivers a complete practice management capability, allowing you to operate new business processing, handle remuneration management, perform manual and automatic valuations and service reporting and automate your compliance management and case checking.
Licensing & Deployment
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Cloud Hosted
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Windows
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Mac
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Linux
Support
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Phone
Knowledge Base
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Help Guides
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Video Guides
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Blogs
focus:adviser Core Features
Focus of Stock Portfolio Management Feature
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
focus:adviser Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
focus:adviser Reviews
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