Revenue Modeling and Forecasting Analytics

Product Details

Key Features:
-Forecast using actual client and billing date for more accurate modeling and "what-if" projections
-Calculate a formula based on a rate of growth and create a variance report between forecast and actuals
-Allows modeling to be performed against limitless categories, for example:
-Model by Product (Equity, Fixed, etc.)
-Model by Strategy (Growth, Balanced, Value, etc)
-Model by Geographic location (US, Europe, Asia)
-Model by Client type (Institutional, Wealth, SMA, Retail)
-Allows users to set and define many model inputs, for example:
-Forecast window (how far out to project in months)
-Growth/contraction assumptions on market value
-Currency with multiple exchange rates
-Cashflow assumptions (new clients, large inflows, large outflows, terminations)

Key Benefits:
-Lower cost than other alternatives
-Simple and easy to use screens
-Web, browser based