Background to AFH's Requirements

As one of the largest groups of Independent Financial Advisers in the Midlands, with over 160 qualified Advisers, AFH Wealth Management offer a wealth of experience across the financial spectrum.

AFH identified a need to gain a much clearer insight into their trading performance and chose IBM TM1, installed and implemented by InfoCat as their solution.

Challenges & Solution


Here's what AFH have to say about InfoCat’s TM1 application.

"InfoCat were a pleasure to work with. From the outset they worked collaboratively with us and made sure they understood our business needs.

Their positive approach, knowledge of finance and experience of TM1, ensured a smooth and fast deployment.

Their solution has enabled us to bring forward our reporting timetable dramatically and focus on the key cost variances within our business. The system has given us a much clearer insight into our trading performance which has allowed us to plan, budget and forecast with a greater degree of confidence than ever before".

Working with InfoCat


"InfoCat's mentoring approach has ensured our finance team has been able to take ownership of the application and enables us to be almost completely self-sufficient. When we do need help or advice, InfoCat's support desk has been very responsive and is an invaluable resource."

Jon Sturgess, Group Financial Controller

Get the most from IBM Planning Analytics with expert application and software management from InfoCat