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FocusPoint Solutions

Full-service back office support for RIAs and financial advisors. Services include trading support, reconciliation, compliance, operations, and IT. Dedicated trading team handles all trading requirements.

Overview

Pricing Model
tiered
Founded
2003

Products & Services

White Label Portfolio Management

b2b

Un-TAMP white-label portfolio management process designed around what advisors actually need. Not a third-party asset manager.

  • White-label branding
  • Model management
  • Rebalancing
  • Billing support
Learn more

Back/Middle Office Support

b2b

Comprehensive back office services including data maintenance, billing, account reviews, and daily operations support.

  • Data maintenance
  • Billing
  • Account reviews
  • Dedicated support staff
Learn more

Practice Development Program

b2b

Comprehensive practice development including business foundations, strategic planning, branding/marketing, investments, client experience, and technology guidance.

  • Business planning
  • Strategic growth
  • Marketing support
  • Technology guidance
  • Client experience optimization
Learn more

Company Information

Legal Name
FocusPoint Solutions, LLC
Headquarters
Portland, US
Team Size
11-50
Primary Timezone
America/Los_Angeles

Founding

Founded
2003
Background
Founded by experienced financial advisors who transitioned from commissions to fee-only models

Competitive Analysis

Proposition: Un-TAMP approach - NOT a third-party asset manager. Built by advisors for advisors.

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