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Wealth Management AI ROI Calculator

Calculate the value of AI-powered client service for your advisory practice. See how proactive outreach impacts retention, referrals, and compliance.

šŸ“Š Wealth Management Benchmarks

  • ā€¢ 78% of prospects go cold without consistent follow-up (Kitces research)
  • ā€¢ Average advisor attrition: 5-8% annually (often preventable)
  • ā€¢ 23% of clients leave due to feeling "neglected" (JD Power)
  • ā€¢ Advisors spend 40%+ of time on non-client-facing work

Your Practice Profile

$200M
150
1.0%
20
5%
4

Your AI Client Service Value

Client Retention
$2,917/mo
2.6 clients saved from attrition annually
Prospect Conversion
$2,222/mo
2.0 additional clients/month from better follow-up
Compliance Efficiency
$5,625/mo
Automated meeting notes, CRM updates, documentation
Satisfaction & Referrals
$10,833/mo
Proactive service = happier clients = more referrals
Total Monthly Value
$21,597
Annual Value
$259,167
First Year ROI
489%

Investment vs. Value

AI Client Service Investment

  • Custom compliant setup$20,000
  • Monthly management$2,000/mo
  • First year total$44,000

Your Returns

  • Annual value created$259,167
  • Net first year gain$215,167
  • Payback period1.0 months

āš–ļø SEC/FINRA Compliant Design

  • ā€¢ Books and records ā€” Full communication archiving
  • ā€¢ Advertising rules ā€” No performance claims without disclosure
  • ā€¢ Supervision ā€” All AI actions logged and reviewable
  • ā€¢ Cybersecurity ā€” SOC 2, encryption, access controls
  • ā€¢ Audit trail ā€” Complete record of every client interaction

What AI Handles For Your Practice

āœ“
Prospect Nurturing
Consistent follow-up until they are ready to meet
āœ“
Client Check-Ins
Proactive outreach between meetings
āœ“
Meeting Preparation
Account summaries, talking points, follow-up items
āœ“
Documentation
Meeting notes, CRM updates, compliance records
āœ“
Life Event Tracking
Birthdays, anniversaries, milestones
āœ“
Market Updates
Personalized commentary during volatility
"I was skeptical about AI for client relationships. But when my AI sent a thoughtful check-in to a client during market volatility - before I had time to call everyone - that client told me it was the first time an advisor reached out proactively. That is the standard I should have been at all along."
ā€” CFPĀ®, $150M AUM solo practice (composite case study)

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Learn MoreTake Fit Assessment

Calculations based on industry research and advisory practice outcomes. Your actual results may vary based on client base, AUM, and implementation.