Technology
The only tool that advice professionals need.
The Platformplus eco-system allows advice professionals to operate an AFSL, run a scalable advice business and deliver an excellent client experience.
At Infocus, we’re proud to offer the industry’s only fully integrated advice technology ecosystem: Platformplus. Designed to make it easy, effective and highly efficient for advice professionals to do what they do best, by combining our four core solutions:
Who Benefits from Platformplus?
Platformplus was designed with financial advisers, support staff, and AFSL holders in mind-empowering them with a fully integrated, efficient technology ecosystem. Whether you're looking to streamline workflows, improve client outcomes, or enhance operational efficiency, Platformplus provides the tools you need to scale and succeed.
Platformplus is one strategically and functionally integrated eco-system. It enables users to transform efficiencies into real time cost savings, without the need for multiple disconnected tech stacks. It enables advice professionals to grow and scale.
Why Make the Switch to Platformplus?
Time savings: Reduction in administrative tasks and manual processes, giving more time to focus on clients and growing business.
Streamlined operations: Platformplus integrates four powerful systems, eliminating the need for multiple technology solutions, saving you both time and money.
Over 600 users have already embraced Platformplus, boosting their practice efficiency and client outcomes for over 70,000 clients.
Real-time, intuitive technology: Seamlessly integrates with no downtime, making implementation simple.
Learn More About Platformplus
Get in touch with us today to discover how Platformplus can elevate and transform your advisory practice.