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Plan B Wealth Management adds budgeting and forecasting with Infor Performance Management

Error loading MacroEngine script (file: paNewsThumbnail.cshtml) Monday, 7 February 2011

Plan B Wealth Management is one of Australia's largest integrative wealth management advisory firms.


Plan B Wealth Management Ltd has engaged Professional Advantage to implement a budgeting & forecasting project, using Infor Performance Management 10. This extends their use of Infor FMS SunSystems since they became a client of Professional Advantage in November 2009.


Their aim is to make this a part of the strategic plan to improve financial planning and budgeting, eventually eliminating the annual budget process and replacing with a rolling forecast. The scope covers P&L budgeting with models for revenue (funds under management), advisor commissions, assets and payroll.


Plan B Wealth Management Ltd are part of our growing financial services client list, which includes Vanguard Investments, Shadforth Financial Group and AustralianSuper.