Average of 16 portfolios created per month per user on FEA. 47 per quarter
47 RIY per quarter (16 per month). Shall we say 40 is Good? Average adviser does 25 RIY per quarter Succession does 1.25
Advisers service 115 clients per year = 10 reviews per month (30 per quarter). 20 new client a year = 1.6 new review per month (5 per quarter)
Succession Q1 2024 Dashboard
Suitability assessment
100%
68%
2h
3 portfolios imported from PlusDigital1 from Quilter
+800 scans generated
50
+11,000 charts generated in FE Analytics
Ensuring suitability periodic review was a key take away from the FCA review. Below is an indication of how many portfolios you create vs the average adviser.
saved by importing portfolios
12
charts per month per user
Succession
of portfolios had a scan generated
47
Average adviser
Pension switching assessment
Key Analytics stats (352 active users)
Providing justifiable returns and charges was a key take away from the FCA review. Below is an indication your RIY usage.
3%
Poor
Good
Simon Wells
Certified Wealth Planner
+300 charts generated
Average of 16 portfolios created per month per user on FEA. 47 per quarter
47 RIY per quarter (16 per month). Shall we say 40 is Good? Average adviser does 20 RIY per quarter Succession does 5
Advisers service 115 clients per year = 10 reviews per month (30 per quarter). 20 new client a year = 1.6 new review per month (5 per quarter)
Succession Q2 2024 Dashboard
Suitability assessment
100%
68%
1h
3 portfolios imported from Transact and Quilter
+2,000 scans generated
12
+10,000 charts generated in FE Analytics
Ensuring suitability periodic review was a key take away from the FCA review. Below is an indication of how many portfolios you create vs the average adviser.
saved by importing portfolios
11
charts per month per user
Succession
of portfolios had a scan generated
41
Average adviser
Pension switching assessment
Key Analytics stats (287 active users)
Providing justifiable returns and charges was a key take away from the FCA review. Below is an indication your RIY usage.
25%
Poor
Good
David Smith
Certified Wealth Planner
+400 charts generated
Succession FEA Basic Interactive Dashboard
Sol
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Transcript
Average of 16 portfolios created per month per user on FEA. 47 per quarter
47 RIY per quarter (16 per month). Shall we say 40 is Good? Average adviser does 25 RIY per quarter Succession does 1.25
Advisers service 115 clients per year = 10 reviews per month (30 per quarter). 20 new client a year = 1.6 new review per month (5 per quarter)
Succession Q1 2024 Dashboard
Suitability assessment
100%
68%
2h
3 portfolios imported from PlusDigital1 from Quilter
+800 scans generated
50
+11,000 charts generated in FE Analytics
Ensuring suitability periodic review was a key take away from the FCA review. Below is an indication of how many portfolios you create vs the average adviser.
saved by importing portfolios
12
charts per month per user
Succession
of portfolios had a scan generated
47
Average adviser
Pension switching assessment
Key Analytics stats (352 active users)
Providing justifiable returns and charges was a key take away from the FCA review. Below is an indication your RIY usage.
3%
Poor
Good
Simon Wells
Certified Wealth Planner
+300 charts generated
Average of 16 portfolios created per month per user on FEA. 47 per quarter
47 RIY per quarter (16 per month). Shall we say 40 is Good? Average adviser does 20 RIY per quarter Succession does 5
Advisers service 115 clients per year = 10 reviews per month (30 per quarter). 20 new client a year = 1.6 new review per month (5 per quarter)
Succession Q2 2024 Dashboard
Suitability assessment
100%
68%
1h
3 portfolios imported from Transact and Quilter
+2,000 scans generated
12
+10,000 charts generated in FE Analytics
Ensuring suitability periodic review was a key take away from the FCA review. Below is an indication of how many portfolios you create vs the average adviser.
saved by importing portfolios
11
charts per month per user
Succession
of portfolios had a scan generated
41
Average adviser
Pension switching assessment
Key Analytics stats (287 active users)
Providing justifiable returns and charges was a key take away from the FCA review. Below is an indication your RIY usage.
25%
Poor
Good
David Smith
Certified Wealth Planner
+400 charts generated