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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

FSA Valuation Service

Profile

The QuickFINANCIAL suite by FSA is a comprehensive platform designed to revolutionize the way investors evaluate and manage their stock portfolios. Traditional metrics such as ROE, ROA, ROIC, EPS, P/E, etc. are woefully flawed and no amount of AI or computing power can overcome flawed metrics. FSA's CASH on CASH metrics removes material accounting distortions providing investors with greater clarity on the economics and valuation of stocks. Along with FSA's critically important accounting adjustments, the QuickFINANCIAL platform provides a state of the art user experience with great big data visualizations, strategy testing, deep dive capabilities and portfolio management tools.