What Is Manual Data Gathering Actually Costing You?

Every incomplete form, every data re-entry and every NIGO rejection has a price. The PreciseFP ROI Calculator shows you the number — across compliance, productivity, onboarding and retention.

60 Seconds to Your ROI

The calculator takes about one minute to complete. Enter your firm's advisor headcount, client volume, NIGO rate and billing rates. You'll get an immediate ROI summary — total benefit, cost multiple and payback period.

Section 1

Advisor Productivity Gains

Number of advisors using PreciseFP

Average number of clients per advisor

Hours saved per client annually

Value per advisor hour (billable or capacity value)

$0 In Recaptured Advisor Time

Section 2

Administrative Cost Reduction

Estimated admin Full Time Employees (FTE) reduced or repurposed

Average FTE cost (salary + benefits)

$0 In Administrative Cost Reduction

Section 3

Onboarding Speed & Conversion

Annual new clients acquired

Additional conversion rate with PreciseFP

Average revenue per new client

$0 In Accelerated Client Onboarding

Section 4

NIGO/Compliance Reduction

NIGO forms avoided per year

Cost per NIGO fix (time, resubmission, lost AUM, etc.)

$0 Reduction in NIGO/Compliance Friction

Section 5

Client Retention Improvement

Annual revenue per client

Number of at-risk clients retained due to better Customer Experience

$0 in Increased Client Engagement

Section 6

Annual Software Fees

Annual PreciseFP software cost (average starting price is $89/month)

$0 In Annual License Fees for PreciseFP

This Looks Good — Let’s Make Sure It’s Right

We’ll review your inputs and show what this actually looks like in your firm

How NIGO Errors and Slow Onboarding Hurt Financial Advisor ROI

Onboarding and compliance friction cost advisory firms more than most realize. Clients fill out paper forms, advisors chase missing information, ops staff re-key data into multiple systems and NIGO rejections pull everyone away from higher-value work. The hours add up. So does the revenue impact.

Both problems come from the same place: manual, disconnected data gathering.

Digital Client Data Gathering for Financial Advisors

Advisors use PreciseFP to send clients a secure, pre-filled data gathering form in one click. Clients complete it on any device. Data is validated in real time, then exported directly to your CRM or financial planning tool — no re-keying, no missing fields and no follow-up calls. When you need updated information, PreciseFP pre-fills the form with what’s already on file.

What You'll See

The calculator lets you input your firm’s actual numbers and see ROI across five categories:

Advisor Productivity — Hours recovered per client when data gathering is handled digitally instead of manually
Admin Cost Reduction — FTE time freed when re-keying and chasing missing data is eliminated
Onboarding & Conversion — Revenue from faster account opening and higher new-client conversion
NIGO / Compliance — Cost avoided when validated, complete forms replace paper submissions
Client Retention — Revenue retained when clients have a cleaner, faster onboarding and review experience

Ready to Put These Numbers to Work?

The calculator gives you the estimate. A free-trial shows you how PreciseFP gets you there