Income modelling tool launched by CBoxx

clock

Software developer CBoxx has launched a new tool for intermediaries trying to plan a mix of fees and commissions-based revenues post-de-polarisation.

4Cast builds on CBoxx’ previous solution Business Profiler (BP) by enabling modelling of future business as opposed to giving firms a clearer idea of current incomes. Mick Catherall, managing director CBoxx, says 4Cast is designed for larger enterprises with specific need to develop strategies, rather than smaller IFA businesses for which use of the tool may not be so economical. ”If a big IFA is looking at de-polarisation the tool is good to use for planning moves of tranches of business to multi-tie. For example, the business may want to maintain services to high net worth clients o...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Model Office launches AI compliance audit software for advice firms

Model Office launches AI compliance audit software for advice firms

Streamline client file reviews and compliance document audits

Isabel Baxter
clock 17 April 2024 • 2 min read
Twenty7tec unveils web-based CRM solution for advisers

Twenty7tec unveils web-based CRM solution for advisers

‘Advisers are tired of overpaying for technology that integrates poorly’

Isabel Baxter
clock 17 April 2024 • 1 min read
Growing technology use increasing adviser and client pressure

Growing technology use increasing adviser and client pressure

Nearly all advisers say investment clients have become more demanding

Isabel Baxter
clock 16 April 2024 • 1 min read