Start Your CORE Insights Portfolio Review
See which clients need attention, before your next meeting.
CORE Insights helps you, as a finance expert review your client portfolio to identify significant opportunities or risks.
Just think. Save one client from failure and you retain them and the associated fee income.
What is CORE Insights?
CORE Insights is a portfolio review tool for accountancy firms and finance teams. It connects to client accounting data and gives you a dashboard view across multiple businesses, helping you spot where clients may need attention, support or a more proactive conversation.
It is not a replacement for your judgement. It helps focus your time on the clients and issues that matter most.
How does this help if your firm is compliance focused?
If your firm is primarily compliance focused, CORE Insights helps you use the data you already work with in a more proactive way.
Instead of waiting for clients to ask for help, you can identify where a conversation may be needed, for example around cash pressure, falling margins, growth, funding or future planning.
This gives your team a practical first step beyond compliance without needing to create a full advisory service overnight.
How does this support advisory services?
CORE Insights helps you decide who to speak to, why the conversation matters, and what evidence you can use to start it.
It gives your team a structured way to move from “we should be more proactive” to “these are the clients we should speak to first.”
Used alongside VFD Pro reports and training, it can help your firm build a more consistent approach to client conversations, portfolio management and advisory service development.
Request CORE Insights Access
What happens during Portfolio Review?
You can connect suitable clients, review your portfolio dashboard, generate Business Overview Reports and identify where follow-up conversations may be valuable.
- Review your client portfolio through a single dashboard
- Identify businesses that may require attention
- Surface opportunities across your client base
- Generate Business Overview Reports for connected clients
- Prioritise future client conversations
One of the team will also be available throughout the review period to answer questions and discuss your findings.
Complete the form below to activate CORE Insights.
No obligation. No payment details required.