FocusPoint Solutions provides independent wealth managers a comprehensive technology and back office solution so you can focus on your clients and on building your business. They are the number one option when it comes to back office outsourcing.
FocusPoint owns, operates, integrates, upgrades and maintains all the technology your practice needs from CRM to Portfolio Management and Rebalancing Software to Reporting to Online Document Management to Client Web Portal. The days of you spending time as the onsite IT manager scrambling to make everything work as advertised are over.
PLUS, FocusPoint provides a dedicated service team to handle your back office requirements assisting with account set-up and administration, client billing, reporting and the day-to-day activities associated with managing your custodian and your client accounts.
Learn more at www.FocusPointSolutions.com.