When the Association of Professional Financial Advisers (formerly AIFA) built their FF>>WD service to help Advisers make the transition required by the Retail Distribution Review, they commissioned CBoxx to provide the interactive business change module. CBoxx fully customised our own ‘Business Modeller’ software for AIFA to enable advisers to understand the financial implications of change on their business – the capital requirements, the impacts on cash flow and even staffing considerations.

CBoxx provided the Financial Model module for our FF>>WD service; our comprehensive free service for all AIFA members to assist them in transitioning their business model for the RDR. CBoxx were efficient to the core in delivering their product to our strict requirements and timescales and I have no hesitation in recommending their services.

Chris Cummings – Director General – AIFA

Our software became the FF>>WD Financial Model. Seamlessly integrated into the FF>>WD site and fully branded for AIFA; it helped many Advisers to test their thinking ahead of key decision making:

  • Test Financial Models
  • Conduct Sensitivity testing and ‘What If’ Analysis
  • Calculations for staff costs, business costs, client segmentation, adviser charges, commissions
  • Outputs: net profit, cash flow and business value forecasts along with capacity requirements.