CORE Insights From Data Review to Portfolio-Wide Advisory Opportunities

Most accounting firms don’t have a shortage of data.

They have a shortage of time.

Client accounts, management information, forecasts and dashboards all provide valuable information, but identifying which clients need attention, where the greatest opportunities exist, and how to prioritise advisory conversations across an entire portfolio remains a significant challenge.

In this webinar, Mark Walker introduces CORE Insights, VFD Pro’s new portfolio review platform designed to help firms identify risks, opportunities and client conversations across their client base.

Rather than reviewing businesses one at a time, CORE Insights helps firms take a portfolio-level view, enabling advisors to focus their efforts where they can have the greatest impact.

What You’ll Learn

During this session you’ll discover:

• Why many firms struggle to convert data into actionable insight
• How portfolio-level reviews can improve advisory consistency
• How CORE Insights identifies opportunities across an entire client portfolio
• The role of Opportunity Cards in highlighting advisory, tax planning, R&D and other service opportunities
• How AI can support professional judgement without replacing it
• The difference between generic AI tools and domain-specific financial intelligence
• How firms can prioritise client conversations and make better use of limited advisory resources

Who Should Watch?

This webinar is particularly relevant for:

• Accounting firms looking to develop advisory services
• Practice owners and partners
• Client managers and portfolio managers
• Fractional CFOs and outsourced finance teams
• Firms seeking a more proactive approach to client engagement

About CORE Insights

CORE Insights has been developed to help firms move beyond reactive client reviews and towards a structured, portfolio-led approach to advisory.

By combining financial analysis, intelligent opportunity identification and AI-assisted insight generation, CORE Insights helps firms surface meaningful conversations that may otherwise be overlooked.

Watch the recording below to see how firms can identify opportunities earlier, prioritise client engagement and create more consistent advisory conversations across their portfolio.

Interested in experiencing CORE Insights for yourself?

Book a complimentary 14-Day Portfolio Review and see how CORE Insights can help you identify opportunities across your client portfolio using real client data. Contact the VFD Pro team to learn more.