Outsourced operations for RIAs
Focus on your clients. We'll power your operations.
Your client relationships and the value of your advice set your RIA apart. Our team takes on the middle-office work behind them, inside your systems and under your brand.
What we take on
We work as an extension of your office.
Our services are completely white-labeled. Your clients never need to know we exist. All they see is an expanded team from your office, working inside the systems you already use.
See how it worksData protection and security
Your data never leaves your environment.
Our team members work only inside your network and your tech stack. Your client data stays where it already lives, protected by the systems and policies you already trust.
- We onboard our team into your environment, with access you control
- Every task is completed to industry regulations and compliance standards
- Fully white-labeled, so your clients only ever see your brand
- Our workflows and activity templates load directly into your CRM
Sound familiar?
Growth brings complexity.
More households mean more accounts, more paperwork and more requests. The work behind your client experience keeps growing, and it often lands on your best people.
Paperwork that piles up
New account applications, transfers, signatures and NIGOs take hours of follow-through before a single dollar is invested.
Hiring and training staff
Finding, onboarding and keeping skilled operations staff is expensive, and every departure resets the clock.
Follow-up that fills the calendar
Chasing status, resending forms and checking on requests quietly consumes the time and talent of your team and leaders.
See how we work
A look inside Focus Forward.
Built for your stack
We work in the tools you already use.
Our team supports firms across a wide range of technologies and partnerships, so you keep your systems and your processes. Below are some of the platforms we work in every day, and there are many more.
CRM
Financial planning
Trading and performance
And many moreWhy outsource
More time for the work only you can do.
Save time
Our streamlined processes and dedicated team handle the details with precision, so you can focus elsewhere.
Strengthen client loyalty
Requests are handled quickly and correctly, building the trust your firm is known for.
Reduce risk
Our team knows industry regulations well, so every task meets compliance standards.
Scale your firm
Add expert capacity without adding headcount, with support that simplifies growth and M&A.
Access specialized expertise
CFP® professionals, CFA® charterholders and licensed support staff bring data-driven insight to your practice.
Better economics
Only pay for the expertise you use, get paid faster and reduce the cost of errors and delays.
From our clients
“Focus Forward put proven workflows into our practice, and the operation is now efficient. New accounts open and fund in five days, and we have grown to $180 million.”Jeremy Keil, Owner
Keil Financial Partners, Milwaukee, WI
Testimonials and case studies reflect individual client experiences. Results vary by firm and circumstances, and similar outcomes are not guaranteed.
Read case studiesThe people behind the work
We've walked in your shoes.
Founded by Dena Froiland, a 30-year financial services operations expert, and Tim Regan, a wealth management expert and financial advisor for over two decades, our team knows firsthand the frustrations and joys of building an advisory firm.
Dena Froiland
Co-Founder
Tim Regan
Co-Founder
Beth Nickodemus
Chief Production Officer
Let's talk
Ready to spend more time with your clients?
Tell us about your firm and what's taking up your team's time. A member of our team will reach out within 24 hours.