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)
Fairstone Q1 2024 Dashboard
Suitability assessment
100%
80%
268 portfolios imported from Gateway4 from Quilter, PlusDigital, James Hay and Transact
+4,700 scans generated
15
71h
+7,500 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
76
Fairstone
charts per month per user
of portfolios had a scan generated
47
Average adviser
Pension switching assessment
Key Analytics stats (47 active users: Fairstone admin + London Fairstone advisory)
Providing justifiable returns and charges was a key take away from the FCA review. Below is an indication your RIY usage.
0%
Poor
Good
Jeremy Plevin
Chartered Financial Planner
+800 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 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)
Fairstone Q2 2024 Dashboard
855h
Suitability assessment
100%
80%
3,200 portfolios imported from Gateway50 from James Hay, 25 IO and Quilter, 20 Transact
+15,000 scans generated
+41,000 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.
72
charts per month per user
saved by importing portfolios
101
Fairstone
of portfolios had a scan generated
41
Average adviser
Pension switching assessment
Key Analytics stats (193 active users: all Fairstone offices)
Providing justifiable returns and charges was a key take away from the FCA review. Below is an indication your RIY usage.
0%
Poor
Good
Jeremy Plevin
Chartered Financial Planner
+3,500 charts generated
Fairstone 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)
Fairstone Q1 2024 Dashboard
Suitability assessment
100%
80%
268 portfolios imported from Gateway4 from Quilter, PlusDigital, James Hay and Transact
+4,700 scans generated
15
71h
+7,500 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
76
Fairstone
charts per month per user
of portfolios had a scan generated
47
Average adviser
Pension switching assessment
Key Analytics stats (47 active users: Fairstone admin + London Fairstone advisory)
Providing justifiable returns and charges was a key take away from the FCA review. Below is an indication your RIY usage.
0%
Poor
Good
Jeremy Plevin
Chartered Financial Planner
+800 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 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)
Fairstone Q2 2024 Dashboard
855h
Suitability assessment
100%
80%
3,200 portfolios imported from Gateway50 from James Hay, 25 IO and Quilter, 20 Transact
+15,000 scans generated
+41,000 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.
72
charts per month per user
saved by importing portfolios
101
Fairstone
of portfolios had a scan generated
41
Average adviser
Pension switching assessment
Key Analytics stats (193 active users: all Fairstone offices)
Providing justifiable returns and charges was a key take away from the FCA review. Below is an indication your RIY usage.
0%
Poor
Good
Jeremy Plevin
Chartered Financial Planner
+3,500 charts generated