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

FCA and ICO to host roundtable on AI and tech

FCA and ICO to host roundtable on AI and tech

Data protection and Consumer Duty top regulatory constraints to AI deployment

Isabel Baxter
clock 11 March 2025 • 2 min read
Proactive risk management with AI: Spotting market shifts before they happen

Proactive risk management with AI: Spotting market shifts before they happen

Detecting early disruptions is key to mitigating potential risks

Tony Wilkinson
clock 05 March 2025 • 4 min read
Emotional support: Why AI cannot replace an adviser's crucial role

Emotional support: Why AI cannot replace an adviser's crucial role

'AI cannot give clients what they seem to value the most from a financial adviser'

Louis Williams
clock 03 March 2025 • 4 min read