CloudLink Capital — RIA AI ROI Calculator

The map is the asset

As you turn on more work, it all runs on one connected map of your firm — every household, account, document, task, approval, and result, linked and kept current. That map is the asset. Each new job you automate plugs into the same map, so the tenth costs a fraction of the first, and every approval your people make becomes information you own. The firm gets more capable — and more valuable — the longer it runs, instead of sprawling into another drawer of disconnected tools.

Your firm

Adjust any field. Defaults are conservative, from published benchmarks.

Firm profile

Assets under management ($)

Blended fee yield (bps)

Number of advisors

Support staff (CSA/ops/paraplanner)

Avg advisor cost, fully-loaded ($/yr)

Loaded cost, not salary: blended comp ≈ $185–200K across a senior/service/associate mix × 1.25–1.35 for benefits, payroll taxes, and per-seat costs.

Avg support-staff cost, fully-loaded ($/yr)

Time & automation

Work-week (hours)

Working weeks / year

The dollar results are mathematically independent of the work-week assumption — it affects only the hours and household displays.

Advisor time on admin (%)

Support time on automatable admin (%)

Derived from the 33-workflow catalog (triage, document intake, reconciliation, billing, RMDs, ACAT chasing, scheduling…) mapped onto a support week — see the methodology.

Reclaimable fraction (%)

Scope-linked: a Standard (Wave-1) build claims less than an Extended one. Published recoverable-time estimates run 10–15 hrs/advisor/week; this setting reclaims ~4.8.

Organic-growth uplift (pp) — upside lens

Investment

One-time conversion build ($)

Founding partner: 45% off the $90,000 Standard list — first 5 firms, contractual case-study/reference reciprocity.

Platform subscription — Year 1 ($)

Founding partner: 50% off the $62,400 list for Year 1; steps up to list by Year 3 only when written satisfaction bars are met.

Platform subscription — steady-state list ($/yr)

$48,000 base + $2,400 × 6 advisors; support staff and AI usage included. Steady-state results always use list — founding rates expire by design.

Year-1 benefit realization (%)

Your team's time during conversion (hrs)

Kickoff, data access, reviews, training — priced at your blended loaded rate and charged against Year 1. Most ROI tools omit this; we don't.

Capacity (growth lens)

Avg AUM per household ($)

Advisor hours per household / year

Estimated impact

—

Steady-state ROI — efficiency value vs. list subscription

—

Steady-state payback

—

Year-1 breakeven — incl. build, your team's time & ramp

—

Efficiency value / year

Hours reclaimed — advisors—

Hours reclaimed — support—

Total hours / year—

≈ Full-time-equivalents freed (≈ next hire avoided)—

Net of list subscription (steady-state)—

Year 1, all-in — one-time build + Year-1 platform + your team's time, against a ramped benefit

One-time conversion build—

Platform subscription — Year 1—

Your team's conversion time—

Year-1 investment—

Year-1 realized benefit (50% ramp)—

Year-1 net—

Upside lenses — shown separately, never added to the ROI above

Illustrative growth upside (organic-growth bump)—

New household capacity (reclaimed advisor time)—

AUM headroom—

Annual revenue capacity (if filled)—

Steady-state: efficiency value vs. list subscription

Year 1: realized benefit vs. all-in investment

Benefit Investment

Conservative & illustrative. The ROI counts only the efficiency value — the labor-cost equivalent of reclaimed capacity, realized as hiring avoidance or capacity to grow. Growth and household capacity are separate upside lenses, never stacked into the ROI. Year 1 charges the build, your team's time, and a benefit ramp. Founding-partner rates are quoted as a percentage off list and expire by design. Not a guarantee. See the methodology doc for every formula, source, and derivation.

Claim labels: Modeled at your firm's numbers; demonstrated live on a simulated firm; measured in your pilot.