Your Roadmap for Outsourcing, Growth, and Practice Development

Interested in back office outsourcing? Transitioning to independence? Growing your business? An experienced team and integrated technology? A complete, personalized practice management 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 management program.

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

View our unique services that you can outsource with FocusPoint.

View Brochure of Services

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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