Advisors who work with FocusPoint immediately have access to what we believe is the best integrated, non—proprietary, 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, and investment policy generation software, plus all nightly/weekly backups and DVDs burned quarterly.
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.
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—including our founder—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.
“I did not have any experience whatsoever with working under the RIA business model. I was very much interested, though, and my idea was that I would have to start working under my IBD’s RIA. Then FocusPoint came along and helped me to put together the pieces.”
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