This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

RIA Edge Los Angeles
October 6-8, 2025
Ritz-Carlton | Marina del Rey, CA

Focal

Profile

Focal saves financial advisors 15 hours per week by automating time-consuming tasks before, during, and after meetings. Focal is the only AI meeting management solution purpose-built for financial advisors that offers 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. Generated agendas. Instant meeting summaries. CRM sync. AI-drafted follow-up. Compliance alerts. & more.