Tools - Roadmap Benchmarking Tool
Benchmarking data is a necessity as financial advisory practices become more sophisticated businesses. In a CEG Worldwide study, 89% of leading firms reported that accurate benchmarking statistics are critical to business success. Yet very few financial institutions provide meaningful data, and no large institution currently provides their advisors interactive and dynamic data feeds that can be customized to specific business models.
Interactive Financial Advisor Benchmarking
No longer is analyzing business financial data a look at numbers from last year or quarter. Benchmarking Tool allows executives within financial advisory practices to get a jump start on making better business decisions, based on current, objective, comparative data.
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Available to financial institutions that license ActiFi's Roadmap strategic planning software.
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Allows firms to compare and contrast financial data against advisory practices with similar business models.
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Information is dynamic in its display so it can be easily analyzed and then used to craft or modify plans or make changes to business strategies.
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Provides the ability to focus on specific data sets that correspond with strategies the firm is committed to implementing.
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Interface provides for easy creation of comparative charts and data modeling.
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Benchmarking Tool can be completely customized for the unique needs of institutions and advisor firms.
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Interactive dashboard displays customized reporting sets, ensuring that Benchmarking Tool is extremely specific and proprietary to each advisory firm’s brand, business model options, and technology platform.
- Learn more about ActiFi Roadmap.
For more information on ActiFi's Benchmarking Tool and Roadmap, contact ActiFi today. |
Benchmarking Tool Financial Inputs - Click to Enlarge
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Benchmarking Tool Results Summary - Click to Enlarge
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Benchmarking Tool Data Comparisons - Click to Enlarge
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