Brooks MacDonald International CashCalc
Sol
Created on July 5, 2024
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Transcript
Senior Financial Planner
Emily Martel
100%
Planning for uncertainty was a key take away from the FCA review. Below is the percentage of events applied to CFM.
Goal cashflow Planning
Key cashflow stats (5 advisers - 5 para)
1 user has installed the integration
of users have an integration
10%
120 net cashflows29 stess tests applied
cashflow per client
1.7
+70 clients were added into FE CashCalc
14
Brooks MacDonald International H1 2024 Dashboard
+40 clients created
clients per adviser
39%
of clients have a client portal
28 clients were onboarded