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How moving from excel to Fathom gave clients a greater understanding of their numbers.
How using customisable visuals in Fathom reports made financial information more accessible to clients without a finance background.
How Fathom has helped to take away client anxiety, transformed that glazed-over look in clients’ eyes and showcased the value of the advisor role.
How moving from excel to Fathom gave clients a greater understanding of their numbers.
A summary of the notable industry events in early 2024 across regions.
Learn how to break down the communication barrier and enable rich two-way discussions with clients.
Learn how scenario planning can help businesses to identify potential risks, stay agile, and build resilience into their growth plans.
A blog post featuring insights from Geni Whitehouse
Meet Amplify founder, Ben Cooper, and hear how he is using Fathom’s forecasting tool to accelerate his clients’ business.
Replace ad-hoc engagements with structured, standardised services that deliver more value. In this article from Chartered Accountants Australia and New Zealand, Darren Van Zyl CA shares some real-world advice on how to shift from a reactive, client-led approach to an adviser-led model.
