focus:360 adviser Reviews

focus:360 adviser Description

Focus:360deg connects all elements of your business internally and externally. It is an omni-channel distribution platform that allows you to distribute financial products across multiple channels. It provides the underlying functionality that is shared with our core products focus:adviser and focus:client, as well as focus:broker, focus-broker, focus_broker, and now:advise. Each of these products have been designed to support specific distribution channels. focus:adviser, a regulated sales automation system, supports multiple distribution channels across a wide range of financial products and client requirements. It increases productivity by freeing advisers' time (upto 68% in certain cases), and can improve the quality and auditing of advice. Some of our customers have seen their first-time case checking success jump to 45% to 100%. Focus:adviser's core principle is focus:360deg. Focus:adviser can be configured to fit your business. It provides you with the client management and financial planning functionality that you need.