Focuspoint Solutions

Description

• 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, youll enjoy a dedicated relationship manager, cutting-edge technology, and ongoing marketing, strategic, and compliance support. Plug into a fully turnkey, established solutionor choose only the individual services you need to customize your ideal service model. Weve 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 theyve 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 have resources that can even help you with RIA formation.
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  Headquarters:3395 Southwest Garden View Avenue , Portland, Oregon, United States

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  Phone Number: +1 866-201-3034

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  Website: https://www.focuspointsolutions.com

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  Employees:22

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  Revenue:$1 - 10M

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  Legal Name:Focuspoint Solutions

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• |  NAICS Code: 541320  |

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