Structuring a Foundation Built on Expertise; Backed by Scalable Solutions
Streamlining advisor operations with clear communication, consistency, and accuracy—giving you back the time to better support your clients.
Breadth of Capabilities
When you work with us, you receive a suite of solutions designed to help power your dream practice. From the client service and operation support you expect, to the power of an advanced planning and consulting team, we offer support to multiple aspects of your business with our service.
Investing
- Open-Architecture Investment Platform
- Investment Policy Committee
- Capital Market Assumptions
- Approved Securities List
- Systematic Investment Models
- Custom Fixed Income Strategies
- Direct Indexing & Long-Short SMAs
- Alternative Asset Class Strategies
- Private Equity & Debt Platform
- 1031 and 1035 Exchanges
Advanced Planning
- Concentrated Wealth Solutions
- Advanced Planning Advisors
- Complex Case Consultations
- Advanced Planning Center
- Wealth Planning Conversation Guides
- Corporate Trustee Network
- Estate Planning Attorney Network
Practicing Management
- Practice Consulting
- Leadership Coaching
- Legal and Compliance Assistance
- Advisory Business Transition Resources
- Business Succession
- Business Continuity Plan Support
- Advisor Learning & Development Program
- Educational In-Person Events & Webinars
- Network of Like-Minded Peers
- Learning Group Opportunities
- Client Segmentation
- Fee Optimization
Client Experience
- Client Experience Framework
- Digital Client Experience
- Client Communication Strategies
- Client Education Resources
- LifeDiscovery®
- FeedForward
- Event Planning Resources
Specialty Services
- Retirement Plan Services
- Insurance and Annuity Services
- High Yield Cash Management Solution
- Business Owner Services
- Institutional Investment Services
- Lifestyle Services
- Lending Partners
- 30+ Industry Discounts & Curated Partnerships
Growth & Marketing
- Marketing Playbook
- Marketing Collateral
- Growth Programs
- Timely Curated Content
- Workshop Toolkits
- Strategic Marketing Alliances
- Market Commentary
Operational Support
- Dedicated Service Team
- Performance Reporting
- Billing
- Cash Management
- Trading & Rebalancing
- Tax-Loss Harvesting
- Asset Location
- Held-Away Accounts Management
- Fixed Income Desk
Technology
- Modern Technology Stack
- My Wealth Journey Advisor/Client Experience
- Branded End-Client Portal & Mobile App
- MoneyGuide Elite Planning Platform
- Advanced Investment Analytics Tools
- Risk Assessment Tools
- Outside Account Aggregation
Back Office Services
- Account Opening
- Transfer Oversight
- Account Maintenance
- Multi-Custodian Oversight
- NIGO Resolution
- Custodian Preferential Pricing
- Paperless Processes
A Single, Integrated, Advisor Technology Platform.
My Wealth Journey brings together the essential tools you rely on every day—CRM, reporting, and financial planning—into a single, integrated tech platform. It enables you to deliver a more engaging, personalized digital experience for your clients while enabling Focus Advisor Solutions to digitize and elevate our advisor practice management capabilities. One platform. One experience.
Investment Access to Expand Clients' Opportunities
Recent changes across the custodial landscape have made access to investment strategies increasingly difficult for advisory firms. As custodians continue to raise the asset thresholds, advisors may find themselves unable to offer the same sophisticated solutions available to larger competitors. Focus Advisor Solutions changes that equation.
By leveraging our scale and investment infrastructure, advisors can access institutional-quality long/short and tax-aware strategies while bringing sophisticated portfolio solutions to their clients.
Scope of Services
Stretched and inaccessible operational resources can leave advisors feeling overwhelmed and productivity suppressed. As a TAMP provider, Focus Advisor Solutions’ robust suite of advisor outsourcing solutions is designed to give established advisors, startup RIAs, and CPAs time better spent cultivating client relationships, while helping reduce advisor operational burden and breaking the barriers between you and growth.
A Network of Learning Opportunities
Our learning groups are designed to inspire robust peer-to-peer learning, creating a systematic and dynamic personal and professional development platform. Anchored by in-person meetings, but accented with ongoing communications and organic engagement opportunities, participants explore leadership behaviors pertinent to their role as advisors.
A Diversifying Approach
With the help of the Focus Advisor Solutions community, a network of dedicated professionals are committed to serving you and your clients with the personalized care you both need and deserve. Through the Design | Build | Protect™ approach, your clients can look forward to a personalized approach to their investment journey.
Look to learn more about what the possibilities of outsourcing?
