Infocus launches ‘Magic Button’

Mike Taylor

Managing Editor/Publisher, Financial Newswire

4 April 2023

Financial planning licensee, Infocus Wealth Management has launched what it is flagging as an answer for financial advisers dealing with multiple platform formats.

The company has announced the launch of ‘Magic Button’ which it says integrates between its advice management system (PlatformplusAMS) and its platfor (PlatformplusWRAP) providing integration and the transmission of data between systems via single button click.

Infocus managing director, Darren Steinhardt launched the new functionality this week saying “Advice professionals are justifiably sick and tired of a disjointed tech stack– more and more compliance, administration, and duplication”.

“The launch of our new Magic Button is a simple, effective, logical integration of two systems with one client at the centre. This new functionality, which compliments the previously adopted Single Sign On feature, improves speed, reduces data entry and duplication, and importantly, substantially minimises the risk of expensive implementation errors in the back office,” he said.

Steinhardt credited the thinking behind the initiative to the Infocus “Operational Excellence Collective”- a think tank of CSOs and Office Managers from the 100+ offices across their network.

“We asked the question of our operational teams and, just like every time you make the effort to ask your clients how you can help them, they gave us a brilliant, simple idea that makes a tangible difference in their day”.