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REVPORT™ - Revenue Modeling and Forecasting

REVPORT™'s Revenue Modeling and Forecasting module is a powerful business planning tool that allows pro-forma modeling of actual client and portfolio data. REVPORT™ Revenue Modeling produces sophisticated analytics to provide insights into customer behavior. Using the insights gives clients actionable data and a competitive advantage. This allows users to build accurate, predictive models using actual data to examine granular effects down to the individual fee schedule on a single portfolio.

Key Features:


  • Forecast using actual client and billing date for more accurate modeling and "what-if" projections
  • Calculate a formula based on a rate of growth and create a variance report between forecast and actuals
  • Allows modeling to be performed against limitless categories, for example:
    • Model by Product (Equity, Fixed, etc.)
    • Model by Strategy (Growth, Balanced, Value, etc)
    • Model by Geographic location (US, Europe, Asia)
    • Model by Client type (Institutional, Wealth, SMA, Retail)
  • Allows users to set and define many model inputs, for example:
    • Forecast window (how far out to project in months)
    • Growth/contraction assumptions on market value
    • Currency with multiple exchange rates
    • Cashflow assumptions (new clients, large inflows, large outflows, terminations)

Outputs:


  • Export to Excel to create customized graphical forecast reports
  • Ability to connect to budgeting platforms for model output and update
  • Integrates with any ODBC compliant date access tool

Key Benefits:


  • Lower cost than other alternatives
  • Simple and easy to use screens
  • Web, browser based

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