• Back Office
• Your Most Important
  Relationship
• Transitioning with FocusPoint
• One Advisor's Experience
• What We Do
• Portfolio Management
• Strategic Guidance
• Compliance & Technology

Most of the advisors we support call us their most important relationship. We take service very seriously. Because of our advisor background, we recognize that if your clients are happy, chances are, you're happy too.

Here's what makes our back office solution different:

First, the FocusPoint team is extremely experienced. Not only is our entire back office highly knowledgeable and capable, we truly care about each and every one of your client accounts.

You'll find that each of our back office associates is either a CFP® Professional or studying to become one. When you work with FocusPoint, your back office associate speaks your language and understands your business. This is largely because as advisors, we always found it incredibly frustrating when it felt like we actually had to train each service person at every provider (custodians, investment, annuity, insurance companies, etc.) about what we and our clients needed.

Next, on the same note, advisors who work with FocusPoint have one central point of contact. This back office associate basically functions as your own dedicated staff person, yet you don't have to worry about hiring, training, or managing him or her. Our team knows you and your clients by name. Because of the amount of administrative work we take off your plate, you will find that you immediately have more time and capacity. (link here for a list of back office responsibilities we take off your plate)

Finally, we've designed all of our systems and processes so that you're able to delegate a task and then truly not have to worry about it. Because you and your back office associate are both plugged into the same virtual office, you can check in on the status of anything at any time. You'll find detailed notes attached to each step of each process. 95% of the questions you may get from your clients can be answered simply by logging into your virtual office—all the real—time details are right there for you. Once you delegate a task, you can rest assured it will be completed with accuracy and timeliness.

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