Let Us Handle You Back Office Burden.

FocusPoint supports you behind the scenes.

You CAN create and maintain a business that doesn’t require your constant involvement, yet allows you to keep the level of control you desire. Just ask the many advisors who have chosen us as their trusted partner.

With FocusPoint supporting you behind the scenes, your time is freed up to focus on what you enjoy most—and do best. Confidently outsource your daily back and middle office administrative tasks. Choose when and whether to take advantage of our practice development program.

No two advisors we support are alike, but plugging into our solution has helped get them closer to their goals.

A partnership with FocusPoint means you’re fully equipped to maintain your independence AND control over your ideal business – whatever that looks like to YOU: 

Get your time back. Get your passion back. Focus on your true purpose and talents, and remember why you got into business in the first place.

We'll create a solution that's best for you and your business.

View our unique services that you can outsource with FocusPoint.

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Hear from advisors who have partnered with us.

Read some real-life case studies involving advisors FocusPoint Solutions has helped to successfully transition to new business models, while supporting them with an experienced virtual team and integrated technology.

Read Case Studies

We'll work with you every step of the way.

Think of FocusPoint Solutions as your Virtual Ensemble®.

If you'd like to schedule a 30-minute demo to learn more about FocusPoint Solutions' virtual support team and technology offering, contact us. Our goal is to customize a solution to address your unique needs.

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