Advisor Time ROI Calculator
See what operations work really costs in advisor hours and client capacity, and what handing it off is worth.
From AI Operations for RIAs 101: Calculate the ROI →Tool: Advisor Time ROI Calculator
Example figure only. Replace it with your own (see note below)
Waived with a 3-month commitment
Your own service model, e.g. 2 for semi-annual reviews
Estimated results
187
hours back per year
93 reviews
extra client meetings per year, if the time went to reviews
46
more households you could serve at your review schedule
$28,080
value of advisor time freed per year
$10,080
net per year, after the monthly agent cost
3 months
payback on the setup fee
That's about 3.6 hours a week back for client meetings, prospects or simply going home on time.
All defaults are examples, not benchmarks. The $150 value of an advisor hour is a placeholder: one way to set your own is an advisor's annual compensation, or the revenue they generate, divided by the hours they work in a year. The cost defaults reflect our Starter pricing ($1,500/month, $2,500 setup); change them if you're comparing another option. Illustrative only. Results assume 52 working weeks and don't account for time spent reviewing and approving the agent's work, ramp-up time, or how your firm actually uses the hours freed. Extra meetings and households show capacity, not new revenue or new clients.