CBoxx Business Modeller is dynamic web-based software for Business Change Specialists working with financial advice firms to manage long term change in their business model. It is currently being used to illustrate:

• Shifting to a Fee Based Model
• Adopting a Platform
• Client Segmentation
• Impact of the Retail Distribution Review
• Defining new Service Propositions
• Building Business Value

Business Modeller can be branded and bespoked as required to fit the needs of your organisation. It is built using the latest Microsoft .NET technology and may be deployed to individual computers (e.g. consultant laptops) or as part of an existing extranet service.

Please contact us  to arrange a demonstration.

Model Inputs

• Clients: segmented by Funds Under Management. Each segment has its own business mix, fee structure and relationship to variable costs and staff time capacity;
• Staff: their roles, advice/admin time, relationship to client segments, remuneration, recruitment costs;
• Business Costs: marketing, operational, authorisation, professional fees, business loans etc.
• Revenue Models: commission styles, business mix, fee structures by segment and also by traditional or platform based service.
• Business Value: Any of the common industry metrics and factors may be applied to examine the value of a business now and over time. The same may be applied to the What-If model for comparison;
• Assumptions: RPI, AEI, Investment Rates of Return etc. For example, you can model a Firms ability to withstand a sustained downturn in the market.

Many inputs may be varied over time allowing you to model the effects of change.

What If? Scenarios

One or more combinations of any of the following can be applied: 

• Shift to a Fee Based Model
• Client Segmentation Models
• Adopting a Platform
• Defining Service Propositions
• Experiment with Adviser Charge structures
• Changing Business Mix
• Increasing or decrease Staff and/or Clients
• Change working practice
• Business Valuation Metrics
• Changing Assumptions (RPI, AEI, Investment Rates of Return) etc

Model Outputs

• Comparison of What-If scenarios against Current Business Model
• Graphical and tabular Cashflow, Profit and Loss Report
• Business Value Comparison
• Client Profitability by Segment
• Staff Capacity Analysis
• Editable Microsoft Word compatible report (RTF format)
• PDF Format Report