Model Office launches stress-test tool to 'improve adviser profitability'

Tracks firm performance

Sophie King
clock • 1 min read

Model Office has launched a financial stress-test tool to help advice firms identify where they can grow their profitability and efficiency.

Showcased at Intelliflo's ‘Change the Game' conference in London this week, the Key Financial Ratio Dashboard tool has been designed to track firms' performance and indicate how strong and robust that business is. It will then suggest actions subscribers can take to make their business more sustainable and profitable over the longer term. Intelliflo launches £1 model portfolio service with Invesco The tool, which has been launched as a free add-on for all Model Office subscribers, tracks performance across various 'business health' factors such as income streams, gross and net prof...

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

Ex-Cash Calc trio reunite to offer tech stack integration offering

Ex-Cash Calc trio reunite to offer tech stack integration offering

ZeroKey is set to launch into the advice market later this year

Hope Coumbe
clock 29 February 2024 • 1 min read
Putting human connection at the center of digitisation

Putting human connection at the center of digitisation

Future wealth management 'rooted in a personalised, connected experience'

Jim London
clock 28 February 2024 • 4 min read
Seize the day: Harnessing technology's consumer benefits

Seize the day: Harnessing technology's consumer benefits

Reduce costs, improve financial education and boost inclusion

Piers Lawson
clock 23 February 2024 • 3 min read