Plan B Wealth Management adds budgeting and forecasting with Infor Performance Management
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.
Thursday, 16 February 2017
Learn how you can improve and strengthen everyday collaboration with a seamless project management and collaboration site.
Click here to register