Model, engage and advise
API-accessible financial planning engines
Built to integrate with other Focus products, or directly with your systems through the Focus API, our new modelling capabilities, journeys and financial engines deliver a cutting-edge financial planning experience.
User-centred design, based around Design Thinking, our journeys deliver intuitive user experiences that consumers and advisers alike find easy to engage with.
- Accessible directly through the Focus API, through off-the-shelf product journeys or tailored to your needs
- Fully integrated and secure, giving you cost-effective and scalable advice solutions
Introducing Advice Engine New
Our automated advice engine removes hours of manual processing from each case, giving mathematically perfect portfolios in moments
It's a new way to see financial planning.
Focus' award-winning software is in daily use by tens of thousands of people.
Focus' planning tools is the next step in our journey to make financial services a more rewarding and enjoyable place to work, beacuse great client outcomes mean great adviser outcomes too.
Revolutionary, not evolutionary
We've invested millions in API-first cloud technology to provide the foundation for transforming advice delivery.
Get in touch with us today to find out how we can help you
Contact us
Clear solutions to difficult questions
Built with the same technology that is in daily use by the world's leading banks, Focus' planning tools i secure, robust and scalable.
Focus' planning tools is also very easy to use, designed specifically to help advisers build and maintain strong relationships with their clients without having to stop and explain the software.
We focus on delivering clear solutions to difficult questions to let you help your clients make the right decisions.
Getting started
Our planning tools can be used in three different ways.
Choose from a fast, 'out-of-the-box' solution; apply your own branding and asset allocations or go all-out and embed the tools in your own web application.
Ready made
Ready to go, just register and start- Focus branded
- Standard configuration
- Moody's asset allocation
- Access via web portal (coming soon)
Tailored
We configure the APIs / journeys to suit you- Your branding
- Optional configuration
- Your asset allocation
- Access via web portal (coming soon)
API integration
We become part of your IT project- Your branding
- Optional configuration
- Your asset allocation
- Access via your web app