Focal is pioneering the first platform that enables advisors to manage AI agents, orchestrating workflows like planning, tax, and onboarding across existing tools.
Don't get left behind—future proof your firm and focus your full attention on client conversations.
By reenvisioning how financial advisors work, Focal empowers advisors to reclaim their most valuable asset—time.
Never search through old notes again. Identify important topics and timelines before every meeting.
Smart search across clients and meetings.
Access instant client and meeting insights with smart search across every conversation.
Eliminate manual meeting notes. Capture details to automatically assign and track tasks.
Focus your attention on the client. Don't miss critical details.
CRM-sync notes and tasks.
Optionally capture, archive, and monitor communications.
Reduce admin burden and follow-up time. Flag missed disclosures and policy breaches.
$2B+
