Infocus launches client engagement tool

Non-institutional dealer group Infocus Wealth Management has launched a new online client engagement tool.

A statement by Infocus said the tool, named Client Portal, will allow clients of advisers within its network to view their assets, liabilities and risk premiums under advice via a secure login.

“Clients can also view their advice documents, client service agreements and fee disclosure statements, as well as self-complete up to date information through Infocus’ online fact find that automatically populates and updates the client’s details,” the statement said.

Commenting on the launch of Client Portal, Infocus managing director Rod Bristow added that there is “no doubt” the emergence of technology and robo-advice will be important to the industry.


“By providing tools to increase client engagement such as our Client Portal, advisers will be able to increase awareness and ultimately the number of clients receiving advice – which is a great outcome for advisers and their clients,” Mr Bristow said.

Infocus launches client engagement tool
ifa logo

The must-attend event for financial advisers is back in 2022: the ESG Summit, coming to Sydney and Melbourne in February. Walk away with vital knowledge on a number of key ESG areas to help you make informed ESG strategy decisions and to better communicate and integrate the growing ESG space to clients. Visit the website to secure your place.

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.