Leave the Innovation to Us

One of the things we often hear from advisors who work with FocusPoint is that they're grateful not to have to concern themselves with researching technology.

You don't need to worry about keeping up with all the latest technology trends in our industry, because we do this behind the scenes. When it comes to choosing the firms with whom we form long-term strategic partnerships, we cannot and will not wait for any other entity to keep up with the needs of the advisors we support. Our systems are constantly evolving based on what advisors need, and we've always been committed to staying at the head of the curve.

Your time is not best spent researching the latest technology. While it is one essential responsibility for financial planners who are also business owners, we can pretty safely assume that's not what you got into this business to do. Our firm does CRM, custodian, and all other technology due diligence on an annual basis. We also host an annual advisory board meeting and are constantly getting feedback from advisors about what they want and need.

For example, we recently rolled out Finametrica to all advisors; they now have the option of incorporating this risk profiling tool into their planning/investment policy statement generation process. Also, this year we did a tremendous system upgrade from the previous software advisors have enjoyed for many years to Advent APX.

Get back to doing what you love—and leave the innovation to us.