Assemble
Bring the relevant entities and reporting periods together.
Consolidation and group analysis
See each entity. Understand the group.
Bring entity-level financial views into one group picture without losing what drives the result. Deep Intelligence lets an advisor examine the combined position and compare forecasts for each business and the group.
THE ANALYSTDEEP INTELLIGENCE
Advisor questionWhich entity drives the result, and what changes when the group is viewed together?
What goes in
- Financial information for each relevant entity
- Entity structure, ownership and reporting periods
- Intercompany items and advisor consolidation assumptions
What comes out
- Entity-level financial analysis
- An advisor-reviewed combined group view
- Entity and group forecast comparisons
Illustrative workflow · Advisor judgement stays in the loop
The workflow
From question to next move.
Review
Check ownership, period alignment and intercompany treatment with the advisor.
Compare
See how each entity contributes to the group position and where risk is concentrated.
Forecast
Test entity and group paths before preparing an integrated decision view.
Group visibility
A combined number is only the beginning.
Advisors need to see whether one entity is carrying growth, cash or risk for the others. The entity view stays available alongside the group view, with the consolidation assumptions open to review.
- Identify the entities behind a movement in group performance
- Review intercompany and period assumptions
- Separate an entity-specific issue from a group-wide issue
Decisions across entities
Test the plan where it will happen.
A group strategy may require different actions in different businesses. Deep Intelligence helps connect those actions to entity forecasts and the overall financial position.
- Compare investment and cash needs by entity
- See how an entity scenario changes the group
- Prepare a tailored group decision report