FocusPoint Solutions can help you make the successful leap to having your own RIA—or improve upon the one you already have.
Our Virtual Ensemble™ offers advisors many of the benefits they're accustomed to at a larger firm or wirehouse. This takes much of the burden off of them while they remain at the helm of their RIA business.
FocusPoint's time-tested, integrated, advisor-minded business model allows you to outsource your day-to-day back and middle office administrative tasks. You're able to focus on your true purpose and talents…to remember why you got into business in the first place.
When you have your own RIA and partner with FocusPoint, you say YES to:
With your own RIA, FocusPoint's virtual team at your side, and our innovative, integrated systems as your support engine, you can have it all. Contact us today to learn more.
Here is FocusPoint Solutions' brochure of services. And here is a link to a few case studies involving advisors we've helped successfully transition to new business models and true independence, while supporting them with an experienced virtual team and integrated technology.
If you'd like to schedule a 30-minute demo to learn more about FocusPoint Solutions' virtual support team and technology offering for RIAs, call or email us at (866) 201-3034 or firstname.lastname@example.org.
Our goal is to customize a solution to address your unique needs.Return to e-Tips
“Today I have systems in place for everything from when and how to send birthday cards to quarterly letter setups to client review months. Before I transitioned to my own RIA, I didn’t have any of this in place.”
Once a month, we send out a success story or a practice management idea aimed at helping independent advisors become more productive and profitable.I'm interested in staying informed