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Revenue Modelling and Forecasting Analytics

By Bonaire Software Solutions

REVPORT's Revenue Modelling, Forecasting and Analytics module is a powerful business planning tool that allows pro-forma modelling of revenue data already in the REVPORT system. This allows a user to build more accurate, predictive models using actual data to examine granular effects right down to the individual fee schedule on a single portfolio.

Key benefits

  • Provides CFO with 360° visibility of revenue, budgets and forecasts
  • Improve accuracy of forecasts by applying models to "live" data e.g. fees / rebates / commission schedules, market values, performance indices, fund flows etc
  • Reduce time and cost of production through automation
  • Monitor actual performance against forecasts / budgets
  • Support sales / pricing process by facilitating "what if" pricing models
  • Create full audit trail around models, forecasts and budgets

Key features

  • Fully integrated with EMPOWER BI module for Business Intelligence and reporting
  • Create forecasts using actual client and billing data for more accurate modelling and "what-if" projections
  • Calculate a formula-based on a rate of growth and create a variance report between forecasted and actual
  • Allows modelling to be performed against limitless categories. For example:
    – Product (Equity, Fixed Income, FX, Commodities, etc.)
    – Strategy (Growth, Value, Balance, etc.)
    – Geographic location (US, Europe, Asia)
    – Client Type (Institutional, Wealth, SMA, Retail)
  • Allows users to set and define many model inputs. For example:
    – Forecast window (how far ahead to project in months)
    – Growth / contraction assumptions on market value
    – Supports multi-currency
    – Cash flow assumptions (new clients, large inflows, large outflows, terminations)

Technology leadership

  • Browser–based
  • Open standards-based infrastructure
  • Integrated Business Intelligence and reporting
  • Scalable solution that will grow with your organisation's account volumes
  • Enterprise ready for multi-site deployment
  • Seamlessly interfaces with record-keeping, custodial, accounting and general ledger systems
  • Integrates with any ODBC-compliant data access tool