Learn how to keep your forecasts relevant all year with expert insights, best practices, and practical steps to stay agile and aligned with your goals
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Introducing Fathom's new KPIs by Company and KPI Comparatives tables
All you need to know to plan for success using Five-Year Forecasting in Fathom.
Get the scoop on Fathom's new KPI Library experience
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.
Introducing Fathom's increased forecasting and reporting capabilities.
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.
