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 * Home
 * About Us
   * Your Team
   * The 3 M’s of REAL Independence™
   * Your Virtual Ensemble®
   * It’s Your Business
   * Our Unique Core Beliefs and Values
   * History of FocusPoint
   * Your Success is Our Focus
   * Advisor Leverage
   * Your Client Experience
 * Our Services
   * FocusPoint RIA Outsourcing Services
   * Back/Middle Office
   * Financial Advisor Development Program
   * Investment Management Services
   * RIA Technology for Financial Advisors
   * Financial Advisors Compliance Solutions
   * Advisor Transitions
   * What Happens to My Staff?
 * Who We Serve
   * Who We Serve
   * Breakaway Advisors
   * Existing RIA
   * Hybrid RIA
   * New RIA
   * Bridge RIA
 * Real Results
   * Interviews
   * 1. Sole Practitioner
   * 2. Fee-only Sole Practitioner
   * Case Studies
   * 1. Breakaway Advisor: Seeking a Lifestyle Practice and Leverage
   * 2. Multi-Advisor Hybrid RIA: Streamline Processes & Profitability
   * 3. Emerging Breakaway Advisor: Grow to $100 Million and Do Business His Way
   * 4. Multi-Advisor RIA: Move to New Models and Grow to $1 Billion
   * 5. Multi-Advisor RIA: Restructure a $150 Million Firm
   * 6. Solo RIA: Streamline Business for Future Ownership
   * 7. Solo RIA: Simplify, Delegate, and Grow by Bringing on Advisors
 * Resources
   * Career Opportunities
   * The RIA Newsroom
   * Advisor E-Tips
   * Why Outsource?
   * Our Strategic Alliances
   * What Does Your Ideal Business Look Like?
 * FAQ
 * Contact Us

Your
Virtual Ensemble®
Download
Brochure of Services
View
Route Map to Success


ARE YOU THINKING ABOUT SWITCHING TO A
FEE-ONLY INDEPENDENT BUSINESS MODEL?

We understand your fears and have
created solutions to address them. BUILT BY ADVISORS
FOR ADVISORS


WE ARE YOUR GROWTH PARTNERS EVERY STEP OF THE WAY

At FocusPoint Solutions, our team
becomes YOUR team. Tell me more


RIA OUTSOURCING

FOCUS ON Real Results. Watch our Core Values video Next Previous Un-TAMP Your
Business™ Built by advisors for advisors, FocusPoint's white label portfolio
management process was designed-and-continues to evolve - around what you really
need. We are NOT a third party asset manager. Forget what you know about
investment managers. We offer something COMPLETELY DIFFERENT LEARN MORE Next
Previous


RIA OUTSOURCING SOLUTIONS BUILT BY ADVISORS FOR ADVISORS

Does any of the following sound familiar?

You want to nurture your business relationships by spending more time with your
clients. You wish you had more time to focus on business growth, rather than
paperwork.

You’re ready to scale, but you’re concerned you’ll lose income in the meantime.
You know your business deserves growth and expansion, but you’re wary about an
extended or flawed transition.

As fellow advisors, we understand these concerns. That’s why we created
FocusPoint Solutions. We deliver the focused, bespoke RIA consulting services
you need to transform your business.

Consider us your comprehensive, turnkey solution for your outsourcing needs.
From comprehensive RIA portfolio management software to dedicated support staff,
we’re your growth partners.


BREAKAWAY ADVISOR

LEARN MORE >>


EXISTING RIA

LEARN MORE >>


HYBRID RIA

LEARN MORE >>


NEW RIA

LEARN MORE >>


BRIDGE RIA

LEARN MORE >>


WHY CHOOSE US OVER OTHER RIA PLATFORM PROVIDERS?

Our asset management outsourcing solutions are the only services you need.
Here’s why.

BACK OFFICE SUPPORT

Data maintenance, billing, account reviews – they’re all time-consuming. And
non-revenue generating.

You didn’t become an advisor to waste time on monotonous tasks. You’re
passionate about supporting clients on their own financial journeys.

What’s the answer? Our wealth advisor solutions.

Let FocusPoint help you along your path with our back/middle office support
services. Cultivate relationships and give your clients the attention they
deserve. Let us handle everything in between.

PRACTICE DEVELOPMENT

We don’t just offer asset management outsourcing services. We’re here to help
you grow. We empower advisors to visualize, plan, and execute their own business
success.

Whether you’re ready to add new clients to your roster or you want to overhaul
your business, we can help. Our practice development services are offered as
standard with every partnership.

Part of our RIA consulting ethos is leaving no advisor unsupported. Let us show
you why we can outperform other RIA firms.

BESPOKE SOLUTIONS

From software solutions to RIA compliance support, FocusPoint Solutions delivers
the tools you need. No two businesses are the same, so we’ll scale and tailor
your plan to suit your needs.

Growing your business raises questions. FocusPoint Solutions provides the
answers. If you’re a financial advisor looking for RIA support, contact us now.


VISUALIZE WHAT YOUR IDEAL BUSINESS LOOKS LIKE AFTER HIRING FOCUSPOINT SOLUTIONS

Here's an example of how many advisors who successfully outsource and delegate
are now able to spend their valuable time.


HOW WILL RIA OUTSOURCING BENEFIT MY TEAM?

We know you care about those priceless team members you have in-house. And even
if you streamline your business, outsourcing brings a wide range of benefits in
the long term.

 * Shift your employees’ attention to client-facing work and watch client
   relationships grow.
 * Focus on business-building activities and innovation, rather than data
   management.
 * Make real-time decisions based on data provided by our RIA consulting team.
 * Boost morale by focusing on the tasks you – and your staff – truly enjoy.

Learn more about our client services. Contact FocusPoint Solutions.

Transition with FocusPoint

Interested in back office outsourcing? Transitioning to independence? Growing
your business? Simplifying/streamlining your investment process? An experienced
team and integrated technology? A complete, personalized practice development
program?

Then look no further.

FocusPoint Solutions has been providing back office outsourcing solutions to
advisors for almost 15 years. Here are some case studies of advisors we've
helped.

We offer you a complete package, incorporating two main areas of support
designed to meet your needs:

 * An experienced back office services team = client satisfaction
 * A robust practice development program = business growth

Your Success is Our Focus

While FocusPoint's virtual back office support team handles your day-to-day back
office responsibilities, our 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
development program.

Contact Us Today


PRACTICE DEVELOPMENT PROGRAM: YOUR ROUTE MAP TO SUCCESS


BUSINESS FOUNDATIONS


STRATEGIC PLANNING


BRANDING/MARKETING


INVESTMENTS


CLIENT EXPERIENCE


TECHNOLOGY


STILL NOT SURE IF WE’RE THE RIGHT FIT FOR YOU? HERE IS A SELECTION OF OUR RIA
OUTSOURCING SUCCESS STORIES.


CASE STUDY 4 - MULTI-ADVISOR RIA: MOVE TO NEW MODELS AND GROW TO $1 BILLION

Read Case Study


CASE STUDY 6 - SOLO RIA: STREAMLINE BUSINESS FOR FUTURE OWNERSHIP

Read Case Study


CASE STUDY 3 - EMERGING BREAKAWAY ADVISOR: GROW TO $100 MILLION AND DO BUSINESS
HIS WAY

Read Case Study


CASE STUDY 7 - SOLO RIA: SIMPLIFY, DELEGATE, AND GROW BY BRINGING ON ADVISORS

Read Case Study
View More Case Studies


CHOOSE OUR WEALTH ADVISOR SOLUTIONS AND ELEVATE YOUR BUSINESS TO ITS NEXT LEVEL

With FocusPoint Solutions on your team, there’s no ceiling on your business. We
believe in your potential for growth and will help elevate you above the
competition by providing the scalable, sustainable solutions you need to
transform your RIA consulting firm.

FocusPoint Solutions. By advisors. For advisors. Take the first step – discover
our RIA outsourcing services now.

Discuss our RIA consulting services
Who We Are
 * Our Team
 * What Makes Us Unique
 * Core Beliefs and Values
 * History of FocusPoint Solutions
 * Our Responsibilities to You
 * The Virtual Ensemble®

Who We Serve
 * Breakaway Advisor
 * Existing RIA
 * Hybrid RIA
 * New RIA
 * Bridge RIA

Latest E-Tips
 * 7 Key Business Activities Advisors Can Outsource Today to Shed Inefficiencies
 * Independence vs. Captivity
 * Who Controls Your Balance Sheet?
 * UPSOURCING

Connect With Us
(866) 201-3034
 * Request a Demo
 * Send us an Email
 * View Office Directions

 * 
 * 

Copyright 2024 FocusPoint Solutions and its licensors. All Rights Reserved.

Disclosure | Privacy Policy

Disclosure

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Website should not be construed by any client or prospective client as a
solicitation to effect or attempt securities transactions, or for the rendering
of personalized investment advice for compensation over the Internet. Visitors
to the FPS website acknowledge that different investments involve varying
degrees of risk, and there can be no assurance that any specific investment will
either be suitable or profitable for a client's or prospective client's
investment portfolio. No client or prospective client should assume that any
information presented and/or made available on this website serves as the
receipt of, or substitutes for, personalized individual advice from the advisor
or any other professional.

Past performance may not be indicative of future results. Therefore, no current
or prospective client should assume that the future performance of any specific
investment, investment strategy, or service made reference to directly or
indirectly on this website, or via link to any unaffiliated third-party website,
will be profitable or equal to corresponding indicated performance levels.
Moreover, client or prospective client acknowledges that information with
respect to newsletters or other commentaries provided by the investment advisor
may be dated and no longer reflect the opinion of the advisor. Any research is
based on FPS research and analysis of global markets and investing. The
information and/or analysis contained in this material have been compiled or
arrived at from sources believed to be reliable, however FPS does not make any
representation as their accuracy or completeness and does not accept liability
for any loss arising from the use hereof. Some internally generated information
may be considered theoretical in nature and is subject to inherent limitations
associated therein. Any sectors or allocations referenced may or may not be
represented in portfolios of clients of FPS or its affiliates, and do not
represent all of the securities purchased, sold or recommended for client
accounts.

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