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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Investment Consultants

Who can use this Brixx template?

  • Independent investment consultants

  • Financial advisors and planners

  • Portfolio and wealth managers

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What are the benefits to investment consultants?

  • Investment Template

    Custom-built for financial advisors, this template helps visualise the future of investment strategies

  • Cash Flow Modelling

    Easily model client cash flows, expected returns, fees, and reinvestment plans

  • Visual Reports

    Instantly generate clear graphs and reports to communicate financial outcomes with clients

  • Growth Planning

    Experiment with multiple investment scenarios – from conservative growth to high-yield strategies

  • Scenario Planning

    Adapt projections based on market shifts, client goals, or changes in asset allocations

Get 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.

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Investment Consultants

Model your investment consultants in Brixx – see how quickly your finances can make sense!

  • Project Setup

    • Project name : Investment Consultancy Firm
    • Time period : Monthly (to track retainer fees, project billing, and operational costs)
    Setup
    investment consultant business business name in brixx

  • Income Components

    Component: Client Revenue

    Sub-components:

    • Ongoing Retainers3 Clients on Monthly Retainers (£2,000 each) = £6,000/month
    • Project-Based Consulting2 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)

    Component: Additional Income

    Sub-components:

    • Speaking Engagements & Webinars4 per year at £750 each = £250/month (average)
    • Online Courses/DownloadsPassive income from digital products = £500/month
    • Referral Commissions (e.g., fund platforms)Estimated £100/month
    Income
    investment consultant income component example

  • 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

    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
    Expenditure
    investment consultant expenditure component example

  • 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)

    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
    Assets
    investment consultant asset component example

  • Funding Components

    Component: Owner's Equity

    Sub-components:

    • Initial Capital Injection: £25,000

    Component: Business Loan (if used to start/grow)

    Sub-components:

    • Startup Loan: £20,000 at 6% interest, 5-year term
    • Repayment: ~£387/month

    Component: Future Funding (Optional)

    Sub-components:

    • Line of Credit: £10,000 facility, interest only when used
    Funding
    investment consultant funding component example

  • 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
    Scenarios
    investment consultant scenario component example

  • 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)
    Dashboard
    Investment consultant component example

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

Explore different industry frameworks you can build in Brixx for your business

  • Consultants

    Consultant

    As a consultant, you will need financial forecasts to accurately understand when the right time will be to grow and.

  • Accountants

    Accountant

    With Brixx, your accounting firm will have access to a powerful set of financial modelling tools designed to generate clear, accurate forecasts efficiently and effectively.

  • Lawyers

    Lawyer

    As a lawyer or owner of a law firm, understanding how your cash flow fluctuates throughout the year and knowing.

  • Insurance Firms

    Insurance Firm

    Running an insurance business means managing complex financial inflows, claim liabilities, and premium cycles – all while staying ahead of.

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Answer real questions about your business:

  • Scenario testing
  • 10-year financial forecast
  • Pre-built templates
  • Xero integration
  • Automated reports: P&L, balance sheet, cash flow, tax & more
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