FabiAssist
Advisor Business Valuations
FabiAssist offers financial advisors seeking to purchase/sale a business or gauge transition risk a systematic approach and comprehensive business valuations that give valuable insight on top-tier client relationships.
What You Get
Relationship Analytics
Utilizing relationship predictive analytics provides users with insightful information to methodically make informed business decisions.
- Depth of Relationship
- Depth of Financial Advice
- Service & Communication
- Transition Risk
- Special Services Risk
Responses for Attention
Highlights based on Advisor responses to FabiAssist's questions:
- Product Considerations
- Financial Considerations
- Compliance Considerations
Responses of Interest
Fee/Performance Growth Score
Noteworthy responses from Advisor responses to FabiAssist questions:
- Product Considerations
- Financial Considerations
- Compliance Considerations
Fee/Performance Growth Score
Fee/Performance Growth Score
Fee/Performance Ratio & Growth Score - Fee Advisor charges relationship relative to historical account performance, and FabiAssist proprietary growth score.
Private Client Weighted Scores
FabiAssist ranks and scores individual client relationships in 5 categories; while also providing a separate growth and fee to performance score.
Advisor Business Quintile Ranking
Advisor Business Quintile Ranking in each of the scored categories - Advisor Business is ranked using FabiAssist's (5) Factors Client Evaluation score. Each client is weighted for production value then presented for quintile ranking.