Leverage, Independence, Flexibility, Efficiency

We empower independent advisors and RIAS to bring new life to their business.

Customized back/middle office outsourcing services and a practice development program that delivers REAL RESULTS.

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FocusPoint Solutions

Your Route Map for Outsourcing, Growth, and Practice Development

Interested in back office outsourcing? Transitioning to independence? Growing your business? Simplifying/streamlining your investment process? An experienced team and integrated technology? A complete, personalized practice development program?

Then look no further.

FocusPoint Solutions has been providing back office outsourcing solutions to advisors for almost 15 years. Here are some case studies of advisors we've helped.

We offer you a complete package, incorporating two main areas of support designed to meet your needs:

  • An experienced back office services team = client satisfaction
  • A robust practice development program = business growth
Your Success is Our Focus

While FocusPoint's virtual back office support team handles your day-to-day back office responsibilities, our team of seasoned professionals can help you to remain focused on your long-term goals…offering you guidance, tools, and resources to grow and market your business through our comprehensive practice development program.

Contact Us Today