Focus Solutions Group
AI-native advice practice management platform for financial advisers and wealth managers
Overview
Focus Advice Technology (formerly Focus Solutions Group) provides an integrated advice practice management platform that consolidates client engagement, advice engine automation, and API connectivity into a single stack. The platform features deterministic advice engines with embedded AI to automate analysis, generate recommendations, and maintain compliance, reportedly reducing adviser preparation time by up to 50%. The solution encompasses digital client-facing tools including fact-find questionnaires and calculators, a central Advice Engine for portfolio analysis and recommendation generation, and API-first architecture for data integration and portability.
The company has operated in advice technology since 1993, previously part of abrdn (a FTSE 250 regulated business) before becoming independent in December 2024 through a management buyout. Focus maintains ISO 27001 certification. Current partnerships include NFU Mutual (with a new platform deployment in November 2025), Santander, and Skipton Building Society. The platform is offered with 30-day free trials for individual tools, with migration support and offset of exit costs from incumbent providers for the first year.
Key Features
- + AI-embedded advice engine with deterministic calculations for portfolio analysis and recommendations
- + Digital client engagement tools including fact-find questionnaires and financial calculators
- + API-first architecture for data portability and integration with legacy systems
- + Integrated practice management hub for case workflow and compliance tracking
- + Embeddable tools (mortgage calculator, pension growth, smart saver) for client portals and websites
- + Automated paraplanning workflows reducing case preparation from hours to seconds