Financial Services
Mortgage, protection and wealth firms measure success differently.
Advice firms do not run on generic accounting figures. The economics sit in pipeline, issued business, commission treatment, clawback and adviser productivity – and most accountants have never had to report on any of it.
Sector knowledge
Financial services businesses measure success differently
Mortgage, protection and wealth firms do not run on generic accounting figures alone. Their economics sit in pipeline, issued business, commission treatment and adviser performance — and most accountants have never had to report on any of it.
Mortgage
Pipeline and completions, adviser activity and productivity, and the revenue timing that makes mortgage businesses difficult to read from statutory accounts.
Protection
Written and issued business, APE, commission and clawback, persistency and adviser performance — the measures that determine whether the month was actually good.
Wealth & advice
Recurring revenue, adviser and business productivity, planning and scenario modelling for firms whose value sits in the ongoing book.
Bluevista provides finance and management support to advice firms. It does not provide regulated financial advice.
Sector measures
The numbers that tell you whether the month was good
Revenue recognition in advice businesses rarely lines up with the month the work was done. Reporting has to reflect that, or it misleads.
Mortgage
Pipeline to completion
Cases written, submitted and completed; conversion and fall-through; procuration fee timing; adviser activity and productivity.
Protection
Written, issued and retained
APE and issued business, indemnity commission against clawback exposure, persistency, and adviser performance against target.
Wealth & advice
Recurring revenue and capacity
Ongoing advice fees, funds under advice, new-money flows, adviser and paraplanner capacity, and the value sitting in the ongoing book.
Bluevista provides finance and management support to financial-services businesses. It does not provide regulated financial advice, and does not advise on client-facing regulatory matters.
Bluevista uses BlueChasqui, a separate finance-management platform, to turn sector measures such as pipeline, issued business and recurring revenue into management insight.
Start with a finance review
A straightforward conversation about how your finance function runs today and what would have to change for it to tell you something useful. No obligation, and no pressure to move your accounts.