Financial Services AI ROI Calculator

5 inputs. 60 seconds. See what AI agents could recover for your wealth management or RIA firm.

Assets Under Management (AUM)

Number of advisors / relationship managers

Hours per week on compliance & reporting (per advisor)

KYC/AML checks, quarterly reports, portfolio reviews, CRM updates

Average advisor compensation (fully loaded, $/year)

Client onboarding time (hours per new client)

Document collection, account setup, compliance review, welcome

New clients per month

Your ROI Estimate

Compliance hours wasted / year —

Cost of manual compliance —

Recoverable advisor capacity —

Onboarding time saved / year —

Additional AUM capacity unlocked —

AfrexAI investment (estimated) —

—

Net annual ROI

ROI multiple —

Payback period —

Get a custom compliance automation audit tailored to your AUM, team size, and regulatory requirements.