Financial Modelling Tool for Investment Consultants
As an investment consultant, having a clear, forward-looking view of your client’s financial trajectory is crucial. Whether you’re guiding high-net-worth individuals or managing portfolios for SMEs, Brixx equips you with powerful tools to deliver detailed forecasts, analyse financial scenarios, and support informed investment decisions with confidence.
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Model your investment consultants in Brixx - see how quickly your finances can make sense!
We are working on creating this template in Brixx. Although it isn’t available just yet, you can follow the guidance below to help get started. If you need any further assistance, don’t hesitate to get in touch – we’re here to help!
Project Setup
- Project name: Investment Consultancy Firm
- Time period: Monthly (to track retainer fees, project billing, and operational costs)
Income Components
- Component: Client Revenue
- Sub-components:
- Ongoing Retainers
- 3 Clients on Monthly Retainers (£2,000 each) = £6,000/month
- Project-Based Consulting
- 2 Projects per quarter averaging £5,000 = £3,333/month (average)
- Performance Fees (if AUM-based)
- Annual bonus based on portfolio growth: £10,000/year (modelled as lump sum in December)
- Ongoing Retainers
- Sub-components:
- Component: Additional Income
- Sub-components:
- Speaking Engagements & Webinars
- 4 per year at £750 each = £250/month (average)
- Online Courses/Downloads
- Passive income from digital products = £500/month
- Referral Commissions (e.g., fund platforms)
- Estimated £100/month
- Speaking Engagements & Webinars
- Sub-components:
Expenditure Components
- Component: Operational Costs
- Sub-components:
- Professional Indemnity Insurance: £1,200/year
- CRM & Analytics Software: £150/month
- Regulatory Compliance (FCA fees, etc.): £2,000/year
- Office Rent & Utilities: £1,000/month
- Travel & Meetings: £300/month
- IT Equipment & Support: £200/month
- Continuing Professional Development (CPD): £1,000/year
- Sub-components:
- Component: Administrative Costs
- Sub-components:
- Accounting & Bookkeeping: £150/month
- Marketing & Lead Gen (Google Ads, LinkedIn): £400/month
- Website Hosting & Maintenance: £50/month
- Legal Fees (contracts, reviews): £1,000/year
- Sub-components:
Asset Components
- Component: Fixed Assets
- Sub-components:
- Office Setup (Desks, Computers, Monitors): £5,000 (5-year depreciation)
- Company Car (if applicable): £20,000 (depreciated over 5 years)
- Sub-components:
- Component: Current Assets
- Sub-components:
- Cash Reserves: Starting balance + operating surplus
- Accounts Receivable: Outstanding invoices (e.g., £6,000/month average)
- Prepaid Expenses (Annual Subscriptions): Modelled as prepaid and expensed over time
- Sub-components:
Funding Components
- Component: Owner’s Equity
- Sub-components:
- Initial Capital Injection: £25,000
- Sub-components:
- Component: Business Loan (if used to start/grow)
- Sub-components:
- Startup Loan: £20,000 at 6% interest, 5-year term
- Repayment: ~£387/month
- Sub-components:
- Component: Future Funding (Optional)
- Sub-components:
- Line of Credit: £10,000 facility, interest only when used
- Sub-components:
Scenario Planning in Brixx
- Revenue Sensitivity
- Model client loss or late payments (e.g. -1 retainer = -£2,000/month)
- Add scenarios for seasonal drop in project work (e.g., summer dip)
- Hiring Scenarios
- Add a junior analyst: £2,000/month salary + employer NI
- See impact on cash flow, capacity, and revenue growth
- Market Downturn Impact
- Model drop in performance fee by 50%
- Model lower referral income
Dashboard & Reporting
- Cash Flow Report
- Monitor monthly surplus/deficit, factoring in lumpy income like projects or bonuses
- Balance Sheet
- Track asset depreciation (e.g., office equipment)
- Monitor debt repayments and equity growth
- Profit & Loss Statement
- Visualise primary revenue streams versus monthly expenses
- Custom KPIs
- Average Revenue per Client
- Gross Margin
- Client Acquisition Cost
- Utilisation Rate (% of time billed vs available)
Who can use this Brixx template?
- Independent investment consultants
- Financial advisors and planners
- Portfolio and wealth managers
Brixx is a great tool for:
- Professionals managing financial plans, investment proposals, or client portfolio strategies
- Consultants who need to model different investment options, income scenarios, and risk factors
- Advisors presenting data-driven projections to support investor decisions
What are the benefits to investment consultants?
- Custom-built for financial advisors, this template helps visualise the future of investment strategies
- Easily model client cash flows, expected returns, fees, and reinvestment plans
- Instantly generate clear graphs and reports to communicate financial outcomes with clients
- Experiment with multiple investment scenarios – from conservative growth to high-yield strategies
- Adapt projections based on market shifts, client goals, or changes in asset allocations
Strategic forecasting in Brixx
- Project potential returns based on fluctuating market conditions or client risk appetite
- Build compelling financial plans to support fundraising or investment proposals
- Anticipate income streams, tax obligations, and reinvestment cycles
- Plan future financial milestones such as retirement income or major capital investments
- Stress-test portfolios to measure resilience against market downturns
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- 1 Plan
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- All Features
- 1 Plan
- Customer Support
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“We needed a better tool for forecasting and Brixx is lightyears ahead of spreadsheet modelling.”
Berwyn, AccwareGet started with the best financial projection software - today!
For investment consultants, robust financial forecasting software is key to delivering trustworthy advice. By planning future financial outcomes, you can offer your clients a roadmap that evolves with the market and their goals.
With Brixx, you can build tailored models that simulate different investment paths, assess the impact of fees or taxes, and demonstrate long-term outcomes clearly. Whether you’re managing assets, advising individuals, or preparing reports for investors, Brixx gives you the tools to do it all – accurately, quickly, and visually.
With over two decades of business modelling expertise, Brixx empowers consultants to craft data-driven investment strategies and deliver results that build client confidence. Unlock new insights and elevate your advisory services with Brixx for Investment Consultants.