FocusPoint Solutions

FocusPoint Solutions is a customizable, total back office outsource solution for RIAs and independent advisors. Our flexible service offering allows you to outsource any and all of the following: reporting, trading, billing, and even your investment process and research. In addition, you'll enjoy a dedicated relationship manager, cutting-edge technology, and ongoing marketing, strategic, and compliance support. Plug into a fully turnkey, established solution-or choose only the individual services you need to customize your ideal service model. We pioneered the turnkey RIA outsourcing solution. We're more than just a system though. We've been supporting fee-only RIAs, hybrid advisors, and advisors seeking to transition from commissions to fees for more than 20 years. FocusPoint is dedicated to providing premium services and partnership to independent advisors at fair prices, helping them achieve real results and the businesses they've always wanted. Continue utilizing your own models and process, or offer ours (mutual funds, ETFs, and stocks) to your clients under your own identity. Enjoy a full suite of technology, including CRM, portfolio management, document storage, client portals, IPS generation, form pre-population, risk profiling, and more. We provide full transition assistance and guidance, assisting with all forms and implementation. Our fee structure varies depending on your specific needs. Our goal is to make you more profitable and can customize accordingly. We can even help you with RIA formation. Improve upon your current systems and processes.