focus:adviser
Deployment
Best for
Overview
About focus:adviser
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.
At a glance
Software information
Industries served, licensing and the support focus:adviser provides.
Licensing
- Quote Based
Support
- Phone
Training
- Help Guides
- Video Guides
- Blogs
Knowledge Base
- Help Guides
- Video Guides
- Blogs
Capabilities
focus:adviser features
The full feature set, grouped by module.
Stock Portfolio Management Software
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
Plans
focus:adviser pricing
Media
Screenshots & video
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