Profitability:

Being able to see profitability by individual product or client is the panacea for many CEO's, CFO's and COO's of Investment Management Organisations. Unfortunately it is also a journey too far without the right systems and business processes.

Fishtank Solutions provides a unique profitability module that utilises the Assets Under Management, Net New Cash and Revenue information captured and allows clients to build their own detailed cost allocation models.

Profitability can be reported at a product, client, division, or country level applying various grading of cost recognition. (eg. direct cost allocations only, inclusion of selected indirect costs, or applying full cost loadings).

Product Creation and Life Cycle Tracking: