Diagnostic calculators and benchmark utilities designed for firm principals and compliance directors.
Calculate baseline enterprise value using recurring revenue multiples and EBITDA metrics.
Open Tool →Determine the required hourly or fixed rate to sustain overheads and hit profit targets.
Open Tool →Audit your client book to identify loss-making segments requiring offboarding.
Open Tool →Are you absorbing inflationary costs? Stress-test your fee models against industry benchmarks.
Open Tool →Calculate payback periods and attrition impact when acquiring a retiring adviser's book.
Open Tool →Model organic growth versus market drag over a 5-year time horizon.
Open Tool →Interactive checklist to score your firm's adherence to the 4 outcomes of the Consumer Duty.
Open Tool →Estimate the liquid capital required for direct FCA authorisation based on your firm profile.
Open Tool →Compare MPS / bespoke DFM costs including hidden platform and dealing charges.
Open Tool →Identify the tipping points where fixed-fee platforms become cheaper than bps models.
Open Tool →Should you hire or outsource? Compare the net capacity created by an in-house paraplanner.
Open Tool →Calculate exactly how many active households an adviser can manage based on service levels.
Open Tool →