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Fintech firm launches new financial advice software
07/11/2018 , News Team

Fintech provider Focus Solutions has launched new financial advice software called focus:digital.

The software aims “to make the advice process an interactive and streamlined experience”. It can be placed directly on the adviser website or be integrated within it.

The new software focuses on four areas, which are: acquiring and on-boarding clients; having a user-friendly toolset; building positive relationships; and giving clients long-term value.

The software is designed to give clients a ‘financial health check’ and having a central dashboard which keeps track of clients’ goals and allows them to build a financial plan. The multi-person screen sharing option should allow clients to develop this with their advisers more easily, the firm said.

Mike Hearfield, head of digital commented: “We want to change the way people engage with their finances, making it easy to ‘save smarter rather than harder’. 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.”

Founded in 1995, Focus Solutions is a financial services software house delivering solutions across a range of products such as investments, pensions, protection, mortgages and general insurance. Since 2011 Focus Solutions has been fully owned by Standard Life but operates independently.

 

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