FocusPoint Solutions

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

While FocusPoint's virtual back/middle office support team handles your day-to-day back office responsibilities, our executive 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.

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.