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

Could Iress private equity sale finally shake up the back-office world?

Could Iress private equity sale finally shake up the back-office world?

‘Even if IFAs had the budgets, there is a huge amount of inertia at play here’

Justin Cash
clock 12 September 2025 • 5 min read
I know a man who can: Advisers urged to adopt consumer signposting tool

I know a man who can: Advisers urged to adopt consumer signposting tool

Answer to enquiries from prospective clients’ advisers can’t help

Jenna Brown
clock 10 September 2025 • 2 min read
FCA: No plans for 'extra' AI regulations

FCA: No plans for 'extra' AI regulations

‘We will rely on existing frameworks’

Eve Maddock-Jones
clock 10 September 2025 • 2 min read