Product Description
About this Product
Enterprise-grade AI meeting notes & automation for financial advisors:
- Before meetings, generate agendas and smart search meetings.
- During meetings, automate notes, generate summaries + tasks.
- After meetings, CRM-sync notes + tasks and generate emails.
About Focal
Focal is re-envisioning client relationship management for financial advisors with a purpose-built meeting management platform. We offer enterprise-grade security and data controls on Microsoft's most secure infrastructure, including Multi-Factor Authentication (MFA), SSO, a spotless SOC 2 report, TLS 1.2+, and AES-256 encryption. Envision what you could do with an extra 15 hours per week: expand your client base to grow AUM, deepen existing client relationships, and achieve a better work-life balance.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.