Cost allocation for profit insights

About the Client

A leading wealth management platform supporting independent financial advisory firms with technology, investment solutions, and business services.

Situation

‍The client struggled to grow due to a lack of visibility into product and customer-level profitability, making it difficult to identify key drivers of profitable growth.

Solution

‍Used a rapid diagnostic to gain initial insights, then built a cloud-based analytics solution for ongoing profitability tracking and strategic decision-making.

Results

‍Provided first-time visibility into key account profitability, optimized sales and resource allocation, and established a clear path to a $10M EBITDA improvement.

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