Client Analysis Software (CAS) Introduction

Client Analysis Software (CAS)

Our unique proprietary Client Analysis Software (CAS) is a robust and detailed analysis tool that brings together all of your financial information regarding investments, loans (inter-entity and external), bank accounts, income/expenses, income distribution strategies, tax structures, risk insurances and estate planning.

The following describes some of the key outputs of the CAS and how these assist with the advice process and the preparation of the Financial Review.

The Client Analysis Software (CAS) consists of the following main components (click for further information):

Risk Profile Analysis Risk Management Matrix Net Asset Position and Consolidated Balance Sheet Capital Risk Taxation Position Corporate & Tax Structures Strategic Asset Allocation Banking, Finance & Gearing Analysis Liquidity Analysis Cash Flow Analysis Personal Risk Insurance Analysis Estate Planning Analysis