For over 20 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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Advisory services offered through Advisory Solutions Group, LLC, a registered investment adviser doing business as FocusPoint Solutions.
NextPoint Solutions, LLC is the Advanced Solutions Branch of The Pinnacle Group of Jacksonville, Florida. NextPoint was founded in 2018 by Robert Strauss, JD and Chris Jacob, CFP for the specific purpose of helping financial advisors achieve optimal planning objectives for their clients. Accordingly, all strategies are designed not only to perform, but to address and minimize any associated risks.
The industry leader in enterprise system implementation and integration consulting services. We combine outstanding product knowledge with a deep understanding of enterprise business processes and industry best practices. We are an Oracle Platinum Partner and a leading implementer of Oracle E-Business, PeopleSoft Enterprise, Demantra and Business Intelligence Solutions.