Focus enhances its ‘Direct to Consumer’ execution only consumer portal, focus:360° consumer.
Focus Solutions has introduced a ‘Manage My Investment’ capability within its ‘Direct to Consumer’ (D2C) execution only consumer portal, focus:360° consumer.
The software provider said the newly enhanced offering allows the consumer to research, purchase, switch and sell a fund / product and also provides the ability to set up regular contributions, withdrawals or amend existing arrangements in conjunction with a cash account.
The next release of focus:360° consumer scheduled for Autumn this year will include the ability to re-register assets with support for SIPPs to follow by the end of the year.
focus:360° consumer can be white labelled with different investment propositions including the set up of risk rated model portfolios within the administration module without hard coding.
“As the major distribution groups refine their different channel strategies for the RDR and more effectively segment their customer base, implementing a D2C execution only investment platform is a growing trend in the market,” said Dave Upton, UK managing director of Focus Solutions.
“We will continue to invest and develop focus:360° consumer to support this requirement as part of the ongoing roadmap, incorporating feedback from our existing and prospective customers.
“The consumer portal perfectly complements focus:360° for advisers as clients can now switch between self servicing online and seeking advice for more complex financial planning needs, enabling advice to be provided to different client segments profitably. The advantage here is the client can see all their investments and policies in one central place regardless of the channel.”
