Infocus makes 2 senior leadership hires

Artistic representation for Infocus makes 2 senior leadership hires

He has also worked with several other firms, including Commonwealth Bank, Westpac, and ANZ. Fogarty’s experience in the financial services industry spans over 20 years, with a focus on wealth management and strategic partnerships.

The Financial Advice Sector: A Turning Point

The financial advice sector is undergoing a significant transformation, driven by changing consumer needs and technological advancements.

Scaling Up Financial Advisory Practices

Infocus is a leading provider of technology and investment solutions for financial advisers. The company has been working closely with financial advisers to help them scale up their practices and improve their overall performance. One of the key ways that Infocus is helping advisers to scale up is by providing them with access to its technology platform.

  • A client relationship management (CRM) system that allows advisers to manage their client interactions and communications
  • A portfolio management system that enables advisers to manage their clients’ investments and track their performance
  • A reporting and analytics system that provides advisers with insights into their business performance and helps them to make data-driven decisions

    • By leveraging Infocus’s technology platform, financial advisers are able to scale up their practices more efficiently and effectively.

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