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ROI Calculator
PreciseFP ROI Calculator
Adjust the assumptions below to estimate annual impact, total ROI, and payback period.
Number of advisors using PreciseFP
Average number of clients per advisor
Hours saved per client annually
Value per advisor hour
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Productivity ROI
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Section 2
Administrative Cost Reduction
Estimated admin FTEs reduced or repurposed
Average FTE cost
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Admin ROI
$0
Section 3
Onboarding Speed & Conversion
Annual new clients acquired
Additional conversion rate with PreciseFP
%
Average revenue per new client
$
Conversion ROI
$0
Section 4
NIGO / Compliance Reduction
NIGO forms avoided per year
Cost per NIGO fix
$
Compliance ROI
$0
Section 5
Client Retention Improvement
Annual revenue per client
$
Number of at-risk clients retained
Retention ROI
$0
Section 6
Annual Software Cost
Annual software cost
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Annual Cost
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