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Brooks MacDonald International FEA

Sol

Created on July 5, 2024

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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)

Brooks MacDonald International H1 2024 Dashboard

Suitability assessment

100%

100%

+200 scans generated

24

0h

+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.

no back-office integration set up

saved by importing portfolios

12

Brooks

charts per month per user

of portfolios had a scan generated

41

Average adviser

Pension switching assessment

Key Analytics stats (4 active users)

Providing justifiable returns and charges was a key take away from the FCA review. Below is an indication your RIY usage.

0%

Poor

Good

Akos Dietrich

Investment Director

+280 charts generated