at Financial Technnology Year
Please contact them if you have any questions.
FocusPoint Solutions
Establish advisor firm with custodian; Assist with client communications; Set up new accounts and transfer cost basis information as applicable.
Contact FocusPoint Solutions
Email:
Phone: (866) 201-3034
Web: https://focuspointsolutions.com
Products or services
Services to help establish independent advisor firms, facilitate custodian relationships, manage cli... more...