Key benefits
- Provides CFO with 360° visibility of revenue, budgets and forecasts
- Improve accuracy of forecasts by applying models to “live” data e.g. fees / rebates / commission schedules, market values, performance indices, fund flows etc
- Reduce time and cost of production through automation
- Monitor actual performance against forecasts / budgets
- Support sales / pricing process by facilitating “what if” pricing models
- Create full audit trail around models, forecasts and budgets
Key features
- Fully integrated with EMPOWER BI module for Business Intelligence and reporting
- Create forecasts using actual client and billing data for more accurate modelling and “what-if” projections
- Calculate a formula-based on a rate of growth and create a variance report between forecasted
and actual - Allows modelling to be performed against limitless categories. For example:
– Product (Equity, Fixed Income, FX, Commodities, etc.)
– Strategy (Growth, Value, Balance, etc.)
– Geographic location (US, Europe, Asia)
– Client Type (Institutional, Wealth, SMA, Retail) - Allows users to set and define many model inputs. For example:
– Forecast window (how far ahead to project in months)
– Growth / contraction assumptions on market value
– Supports multi-currency
– Cash flow assumptions (new clients, large inflows, large outflows, terminations)
Technology leadership
- Browser–based
- Open standards-based infrastructure
- Integrated Business Intelligence and reporting
- Scalable solution that will grow with your organisation’s account volumes
- Enterprise ready for multi-site deployment
- Seamlessly interfaces with record-keeping, custodial, accounting and general ledger systems
- Integrates with any ODBC-compliant data access tool