(February 28, 2011 – Columbia, MD) Pinnacle Advisor Solutions, a leading provider of comprehensive business solutions for emerging advisors committed to growing their firms profitably and developing the practice they always wanted, is announcing an invaluable strategic alliance with FocusPoint Solutions, a leading provider of back office outsourcing solutions. A leading complaint among emerging independent financial advisors is that the busywork associated with managing operations and compliance is consuming the time they need to service customers and grow the business. The strategic alliance with FocusPoint Solutions improves and expands the back office outsourcing solutions available to emerging advisors through Pinnacle Advisor Solutions.
“This Strategic Alliance brings two powerful forces in the RIA community together to create an unparallelled set of business solutions for emerging independent financial advisors,” stated John Hill, CEO of Pinnacle Advisory Group and Pinnacle Advisor Solutions. “The addition of FocusPoint Solutions improves the depth and breadth of the back office and compliance solutions we can offer and provides the flexibility to work with a wider number of custodians and technology solutions.”
FocusPoint Solutions’ outsourced back office solutions leaves advisors informed and in full control: its OASIS system provides a comprehensive view of the client through a single integrated system as well as an automated workflow screen so you can see what needs to be done, what your dedicated service team still needs to do and when each task is expected to be complete. The platform encompasses contact management, risk profiling software, the investment portfolio, custom reporting and online document management. Plus, you can make the same information available to your client on a private label basis through a portal on your own website.
“Emerging advisors can free a substantial portion of their time to focus on growing their business by outsourcing some or all of their back office and investment management needs,” stated Chris Hicks, President of FocusPoint Solutions. “And no where else can emerging advisors also receive proven strategic support growing their business with their newfound freedom.”
