Schedule C — Return on Investment
Hours, reclaimed.
Headcount, deferred.
Adjust the inputs to your firm. The model estimates the share of document-handling time DocumentBoost can absorb and the dollar value that returns to the advisor team.
Article I — Inputs & Outputs
The undersigned firm operates with
Whereupon DocumentBoost is estimated to deliver
- Annual hours reclaimed
- 3,600 hrs
- Annual dollar savings
- $540,000
- Full-time-equivalent advisors reclaimed
- 1.8 FTE
Current annual spend
$1,800,000
With DocumentBoost
$1,260,000
Assumes DocumentBoost absorbs 30% of document-handling time per the industry survey benchmark.
Article II — Methodology
- § 2.01Baseline document-handling time is computed as advisors × clients-per-advisor × hours-per-client-per-month × 12.
- § 2.02DocumentBoost is assumed to absorb a default 30% of that time — the industry-average reduction reported in advisor productivity surveys (e.g., Hartford Funds' 500-hours-per-advisor framing). The multiplier is conservative; pilots routinely exceed it on document-heavy workflows.
- § 2.03Dollar savings = hours saved × loaded advisor hourly rate. FTE conversion uses 2,000 hours per year.
- § 2.04The model is illustrative. Real ROI varies by form mix, custodian relationships, and existing automation. A discovery call validates the multiplier against your firm's document inventory.
The model estimates. A discovery call validates. We'd like to walk through the assumptions with your team.
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