FocusPoint Solutions

About

For over 15 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management.

Interested in back-office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced team and integrated technology? A complete, personalized practice management program? Then look no further.

FocusPoint Solutions offers you a complete package, incorporating two main areas of support designed to meet your needs:
An experienced back/middle office services team = CLIENT SATISFACTION
A robust practice development program = BUSINESS GROWTH

Contact us to learn more about our custom, advisor-minded solution, or to view a demo of the integrated virtual office we provide to the advisors we support.
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This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.
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financial services, ria backoffice solutions, backoffice solutions, ria practice development, financial advisors, fintech, advisor marketing, investment management, advisor transitions

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