RIA AI ROI Calculator: Estimate Workflow Value

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 Wave-1 workflow set claims less than a fully managed engagement would. Published recoverable-time estimates run 10–15 hrs/advisor/week; this setting reclaims ~4.8.

Organic-growth uplift (pp) — upside lens

Investment

Your monthly budget ($, optional)

Your planning assumption, not a CloudLink quote. Leave blank to explore potential efficiency value without a cost comparison.

Annualized ($/yr)

Annualized from the monthly budget you enter. Add any one-time project cost below for the Year-1 comparison.

One-time project budget ($, optional)

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. your budget

—

Steady-state payback

—

Year-1 breakeven — incl. 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 your budget (steady-state)—

Year 1, all-in — Your Year-1 budget + your team's time, against a ramped benefit

Your recurring budget — Year 1—

Your one-time project budget—

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)—

Enter your own monthly budget to see ROI, payback and cost comparisons.

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. Cost comparisons use only the budget assumptions you enter, your team’s time, and a benefit ramp. They are not CloudLink prices or an offer. 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.