Software provider Focus Solutions has upgraded its wealth management tool for financial advisers.
The enhanced focus: 360° is designed to help IFAs become more client-centric under RDR requirements, bringing together financial planning with client relationship management. It says the new design will provide users with an interactive visual analysis of a client's financial position. It will enable them to model income and expenditure, plus assets and liabilities across the lifetime of the client. Focus says the solution will also support unlimited "what if" life events and financial planning scenarios to allow an adviser to identify potential shortfalls. "[We] believe this wi...
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