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Average Ratings 0 Ratings
Description
channelSUITE™ comprises a suite of cloud-based software tools designed to facilitate the management and enhancement of a company’s distribution networks. Transform data from your spreadsheets and insights from your team into organized information and actionable business rules. Essentially, we will configure the preferred channelSUITE application specifically for your needs. Throughout this process, we will maintain communication and collaboration with the channel team to ensure that all stakeholders are adequately updated. It is essential to conduct thorough tests of the application under realistic scenarios to avoid any unexpected issues and to prepare all participants for the final implementation or transition. The architecture of channelSUITE applications is designed to support customization, allowing for the development of tailored features that address specific business requirements. In certain instances, entirely new custom channel applications can be integrated into the channelSUITE ecosystem to support additional business processes, enhancing overall operational efficiency. This flexibility ensures that your organization can adapt swiftly to changing market demands and leverage unique opportunities.
Description
focus:360° integrates various components of your business, both internally and externally, by providing a comprehensive omni-channel distribution platform that acts as a genuine facilitator for financial distribution. It encompasses essential functionalities that are common to our primary offerings, which include focus:adviser, focus:client, focus:broker, and now:advise, with each product tailored to enhance specific distribution channels. focus:adviser serves as a compliant sales automation tool that accommodates a variety of distribution routes across an extensive array of financial products and client requirements. By streamlining processes, it significantly boosts productivity, allowing advisers to reclaim as much as 68% of their time in certain scenarios while also enhancing the quality of advice provided; some users have reported an increase in first-time case checking success rates from 45% to a perfect 100%. Central to its functionality, focus:adviser is anchored in the capabilities of focus:360°. Tailored to align with your business needs, focus:adviser equips you with the essential client management and financial planning tools necessary for effective engagement. This comprehensive approach not only supports your operational efficiency but also strengthens client relationships.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Purplewire
Country
United States
Website
purplewire.com
Vendor Details
Company Name
Focus Solutions
Country
United Kingdom
Website
www.focus-solutions.co.uk/products/focus360/
Product Features
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
Yes
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No