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Focus Financial Partners

Your RIA,

Your Way

FINANCIAL PLANNING

Money Guide Pro

Work with your clients on their financial planning in ways you simply could not before.

"Best-in-Class $1B Focus Platform"

FACILITIES & IT

REPORTING

Dream it, Build it

Envestnet

From day one you are in your permanent office. No temp space hassles, no shared conference rooms; only the ideal experience for your clients. Work with one of our real estate partners or someone you already know well and trust to help you build out your space.

Provide your clients with a comprehensive view of their finances on one simple dashboard that you design for them. Providing them with all the information they need to make decisions.

Our world-class platform lets you structure your new RIA your way. Your team can count on our scale, knowledge and expertise to help you build a firm that meets you and your client's needs. With Focus at your side, you have access to best-in-class providers and the most competitive pricing in the industry...period.

CUSTODIAN

Fidelity

Your clients will have peace of mind knowing their assets are secure with a strong, privately held company. Fidelity has never received any bailout funds and has $4.2 trillion in assets under administration, including managed assets of $1.8 trillion*.

CRM

COMPLIANCE

Junxure

MarketCounsel

You are not hanging out there alone. You and your team will have access to a deep bench of experienced legal support. You will witness responses to compliance inquires faster than ever before.

Imagine: a client calls and before you answer the phone, their record pops up on the screen with your notes from your last three conversations, their balance sheet, and any additional family information. With a robust CRM, you'll never miss another birthday.

PLATFORM

ELEMENTS

MARKETING

Build the website you've always wanted to tell your story and better serve your clients. Want a particular look on your business cards and stationary? Done. Tired of "one-size-fits-all" compliance policies? With your own RIA you can leverage Social Media to connect with clients, prospects and centers of influence.

Using our world-class platform, Focus Connections can help your team create technology, operations, marketing and compliance solutions designed for the way you want to do business. Leverage our knowledge, scale and expertise to build one of the most sophisticated firms in the industry.

Copyright ©2013 Focus Financial Partners, All rights reserved Service and Technology Partners for Illustrative Purposes Only and Not Inclusive of all Relationships. More infomation at http://focusfinancialpartners.com/ *as of August 31, 2013

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