We have created systems which can work with just about any planning software or process you've chosen.

Your New Virtual Office

Advisors who work with FocusPoint immediately have access to an integrated, non-proprietary, highly intuitive software package available—at an extreme discount. We call it OASIS (Online Advisor System Integrated Seamlessly).

This includes contact management, portfolio performance reporting, form filling, SEC-compliant scanning, risk profiling, investment policy generation software, even a client portal (accessible to clients through your website)…plus all nightly/weekly backups, which gives advisors the option of not having to maintain their own server.

With an Internet connection, you can view all client files, including scanned-in documents, daily market values, and every activity you, your staff, and your FocusPoint back office team has ever done for/with a client.

We feel strongly that when it comes an advisor's virtual office, what's paramount is that all software is seamlessly integrated and talks to everything else.

Here's what you have access to within OASIS (all Web-based):

Contact management software (CRM)
Custom portfolio reporting
Scanning software/online document storage
Form filling software
Risk profiling software
Client portal
Customized investment policy statement generation (if using our models)
Nightly/weekly backups (you can choose not to maintain your own server)
Ongoing technology/software training and upgrades/enhancements

One strategic decision we've made is not to incorporate any financial planning software into our systems. This is because we have found that most every advisor has a slightly different planning process. We suspect that, like most advisors we support, you are fiercely independent. That's why we will never dictate how you communicate with or service your clients. On a similar note, we have created systems which can work with just about any planning software or process you've chosen as best for you and your business.