
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+4
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...
Financial services,ria back-office solutions,back-office solutions,ria practice development,financial advisors,fintech,advisor marketing,investment management,and advisor transitions
Focuspoint solutions operates in the Financial services industry.
Focuspoint solutions's revenue is 11m - 100m
Focuspoint solutions has 11 - 50 employees.
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