FocusPoint Solutions

Financial ServicesOregon, United States11-50 Employees

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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