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Fund Focus is a new fund management tool developed by Longboat Analytics (formerly MoneyMate) which is being made available free to non corporate brokers.To get access credentials please log on to here

Customers of Money Advice +CRM, who also have access to Fund Focus, can upload client model portfolios directly into Fund Focus where users can analyse the portfolio's overall risk and performance.

The integration lets the user select a mix of funds and provide the weightage for the funds and then create various portfolio mixes and analyse their suitability in terms of the overall risk and performance.

The portfolios are saved in both Money Advice under the client file and also in Fund Focus for access when needed.