Advisor Return-On-Investment Calculator Albridge's revolutionary Web-based Portfolio Accounting and Performance Reporting solution provides immediate and tangible benefits to advisors and planners. From productivity enhancements to better client service and advice, the benefits to Albridge Wealth Reporting users are real, and enable advisors to spend less time managing data and more time building their practice. To help you determine whether Albridge Wealth Reporting is right for your practice, take a moment to review this calculator, and enter in numbers that are specific to your practice. The resulting calculations will give you some indication as to the type of impact you can expect as a user of Albridge Wealth Reporting in your practice.
Step 1: Calculate Wealth Reporting's impact on increasing your gross revenue.
	What is the annual gross revenue for your practice?		$	per year		Our studies show that typical users have increases in gross revenue between 5% and 15% annually.
	Wealth Reporting's anticipated incremental impact on your gross revenue:			%
	Incremental Gross Revenue:		$

Step 2: Calculate Wealth Reporting's impact on reducing your software and data costs.
	Upfront software and interface costs: (Axys, db CAMS+, Centerpiece, etc.)		$	per year		Advent AXYS, dbCAMS+, Centerpiece, etc. are difficult to operate and maintain, consuming both direct and indirect costs. Albridge's fully- automated, turnkey solution eliminates these costs and enables advisors to spend their time more productively.
	Number of years to amortize software:		4
	Annualized upfront software cost:		$
	Annual software maintenance/upgrade cost:		$
	Annual custom software development cost:		$
	Annual software customer support cost:		$
	Annual data feeds cost: (Pershing, DST, DAZL, NFSC, etc.)		$
	Annual securities data cost: (Morningstar, CDA, etc.)		$
	Software and Data Cost Savings:		$

Step 3: Calculate the cost savings of reducing or reallocating staff.

Albridge's reporting application gets you out of the data-collection and data-management business, freeing-up you and your staff for more productive, revenue-enhancing activities. Key in the respective salary and benefit numbers, and estimate the amount of time you spend producing statements and reports to get a sense of the savings you will realize when using Albridge Wealth Reporting.

Annual Salary, Commissions and Bonuses

Annual Employee Benefits (% of Annual Salary)

Total Annual Compensation (Salary + Benefits)

% of Time Spent Managing Data/Systems to Produce Consolidated Reports

Annual Dollar Value of Time Spent Managing Data / Systems

Savings Due to Reallocating Personnel (assumes 80% efficiency gain)

Advisor

$

%

$

%

$

$

Assistant

$

%

$

%

$

$

Personnel Cost Savings:

$

$

Step 4: Determine if the cumulative benefit is equal to or greater than the cost.
	What is your annual Albridge Wealth Reporting cost?		$	per year		Because daily transactional data is loaded and reconciled automatically, your and your assistants are freed-up to be involved in more productive, revenue- generating activities. And because it's a hosted solution, you no longer have to worry about software maintenance, development or upgrades.
	Increased Gross Revenue:		$
	Reduced Software and Data Costs:		$
	Reduced/Reallocated Personnel Benefit:		$
	Total Benefit of Using Albridge Wealth Reporting:		$
	Albridge Wealth Reporting Cost:		$
	Net Annual Benefit of Using Albridge Wealth Reporting:		$

Step 5: Calculate the value of the intangible Albridge Wealth Reporting benefits.
	What value do you place on eliminating the headaches and stress of daily data management, software upgrading / maintenance and personnel training?		$	per year		These intangible benefits include reducing your compliance risk, enhancing your reputation and credibility with clients, and reducing your headaches and stress while operating your practice. Enter what you think the value to your practice would be for each area.
	What value do you place on enhancing your reputation/credibility with improved data accuracy, sophisticated client reporting and the ability to offer your clients a branded online application?		$	per year
	What value do you place on reducing compliance risk by having NASD verified holdings and performance reports, daily time-weighted returns that follow AIMR guidelines, and a complete, accurate set of client names and addresses?		$
	Total Value of Intangible Benefits:		$
Total Net Annual Benefit of Using Albridge Wealth Reporting:			$			As you can see, the Albridge Wealth Reporting solution quickly pays for itself, and offers you significant opportunities to grow your practice.
Please Note:This calculator is for demonstration purposes only. The accuracy of this calculator and its applicability to your specific circumstances is not guaranteed. The calculated figures represent an estimate of the cost benefits you might expect to achieve, based on the information you've entered into the calculator. Many factors must be taken into account in determining the suitability of Albridge Wealth Reporting for your practice. Please consult with an Albridge representative for more comprehensive information.