AUM-Based
Revenue Modeling
Regulatory
Stress Testing
Client
Profitability
PROFITCY® FOR FINANCIAL SERVICES
IBM Planning Analytics for Financial Services — ProfitCy® by ForQuest
Purpose-built TM1 planning models for asset managers, wealth management firms, and insurance companies — AUM-based revenue planning, fee modeling, regulatory reporting, and expense management on IBM Planning Analytics.
- AUM-based revenue and management fee planning by fund and client segment
- Policy reserve and claims liability modeling for insurance
- Client and product profitability analysis
- Regulatory stress testing and capital adequacy forecasting
IBM PLANNING ANALYTICS SOLUTIO
AI-powered planning insights
Real-time IBM TM1 data
Pre-built industry models
Automated reporting
AUM-Based
Revenue Planning
Regulatory
Stress Testing
Client
Profitability
● IBM Planning Analytics Live
INDUSTRY SOLUTIONS
ProfitCy® Planning Modules Built for Financial Services
Pre-configured for financial services data hierarchies — funds, asset classes, client segments, distribution channels, and legal entities — so your team starts with the right model from day one.
📊
AUM & Fee Revenue Planning
Model management fees, performance fees, and advisory revenues by fund, client segment, and geography with market-linked AUM drivers.
📋
Expense & Headcount Budgeting
Investment management, distribution, and operations expense planning linked to AUM growth and revenue targets.
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Regulatory Capital & Stress Testing
Capital adequacy forecasting, liquidity stress testing, and scenario modeling for regulatory submissions.
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Client & Product Profitability
Profitability analysis at the client, product, and relationship manager level with cost allocation and revenue attribution.
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Claims & Reserve Planning
Policy lifecycle cost modeling, claims development triangles, and reserve adequacy planning for insurance operations.
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AI-Enhanced Scenario Modeling
AI-powered market scenario analysis, AUM flow forecasting, and anomaly detection on fee revenue vs. plan.
CLIENT RESULTS
How Financial Services Firms Win with ProfitCy® on IBM Planning Analytics
Asset managers, wealth management firms, and insurance carriers use ProfitCy® to model AUM-based revenue, automate board reporting, and consolidate multi-entity financials on IBM Planning Analytics.
ASSET MANAGER
50% Faster Board Package Delivery
PAXcel™ automated AUM and P&L board package preparation — formatted Excel reports now delivered the day after period close.
INSURANCE CARRIER
Stress Test Scenarios in Hours, Not Days
8 legal entity models consolidated into one TM1 platform — regulatory capital stress tests now run in a single afternoon.
WEALTH MANAGEMENT
Client P&L for 2,000+ Relationships
Client-level profitability built for the first time in company history — relationship managers now know which clients are profitable.
READY TO GET STARTED
See ProfitCy® Configured for Financial Services
Book a demo showing AUM-based revenue modeling, regulatory capital planning, and client profitability — configured for your firm’s structure.