CloudLink Capital — The Value at a Glance

Industry research puts the administrative burden at 10–15 hours per advisor per week. We conservatively model roughly a third to a half of that as reclaimable: ~230–265 hours per advisor per year — about 5 hours a week. CloudLink installs a governed digital twin of your firm with agents that do the busywork — every client-facing action approved by a human, every step on an audit trail.

274%

ROI (base case, at list — efficiency only)

3.2 mo

payback (steady-state)

~$233K

capacity value / yr

+10–12%

client capacity, no hires

Model firm: $750M AUM, 6 advisors, 8 support. Conservative, source-based — run your own at the ROI calculator. Not a guarantee.

Where the time comes from

The flagship seven

Workflow	Benefit unit	Rung
inbox-triage	inbound email classified & routed	Modeled
document-intake	document classified, retained, household-linked	Modeled
custodial-reconciliation	street position tied out per business day	Modeled
rmd-distributions	RMD-eligible account tracked per cycle	Modeled
compliance-surveillance	communication screened	Modeled
portfolio-rebalancing	drift breach or cash event becomes a proposal	Modeled
acat-status-chase	transfer in flight monitored per day	Modeled

Capacity without headcount

Four ways the time pays off

+50–59more households served with the same team (+10–12%)

$140–300Kper year in deferred hiring as you grow

+10%AUM per employee ($53.6M → $59.0M)

+$2.3Menterprise value (efficiency at ~10× EBITDA)

Alternative lenses on the same reclaimed time — not additive.

Why CloudLink is different — compliance-first, built to last:

Your firm stays the adviser and record-holder; CloudLink is a vendor, never the adviser.
A human approves every client communication, recommendation, and recordkeeping event.
Examiner-ready immutable audit trail; data classified, encrypted, and isolated per firm (Reg S-P, 204-2, Marketing Rule mapped to controls).
Built on the RIA Ontology — your firm as one versioned, machine-verified model of its objects, relationships, and permitted actions; every workflow and AI interaction grounds in it, and firm-specific fields extend it without forking the product.
The Ownership Line — models are rented and replaceable; the versioned map of your firm, workflow definitions, approval history, evidence ledger, and compliance envelope are owned by you.

You stay the adviser:

Agents do the busywork Drafts, prep, reconciliation, chasing — staged for review.

Your people approve A named human signs off on anything client-facing — the author of record.

Everything is evidenced Every step lands on a tamper-evident audit trail, exam-ready.

See your firm's numbers, then let's scope a pilot. Run your ROI →