ROI Calculator — Advisors & Firms
Fragmented client context is costing your practice.
Hours assembling meeting prep. Weeks onboarding new clients. Capacity lost to coordination instead of advice. See what it's actually costing your firm.
Your practice profile
Adjust to reflect your firm
Our data shows the average advisory practice spends 25–40 minutes per meeting on context assembly and 8–12 hours onboarding each new client — time that could be spent advising.
Hours saved per month
50
hours/month
Hours saved per year
602
hours/year
Additional client capacity
+30
more households you can serve
Revenue from capacity
$150,000
potential annual revenue
Annual operational savings
$51,204
in time and efficiency gains
Total estimated annual value
$201,204
in savings and revenue opportunity
The Olomon advantage for your practice
Serve 30 more households without adding headcount — that's $150,000 in potential revenue.
Save 50 hours every month across your 75 households — 602 hours a year.
Cut your 30-minute meeting prep to 12 minutes with always-current client context.
Onboard your next 12 clients in days instead of weeks with structured records.
Deeper client relationships drive higher retention and more referrals.
Every month without complete client context costs your practice $16,767 in efficiency and missed growth.
See Olomon in action with your own client data
How we calculate your ROI
For advisors & firms
Meeting prep savings
Olomon eliminates ~60% of pre-meeting context assembly — the manual process of checking CRMs, custodians, and notes.
Onboarding acceleration
New clients arrive with structured records, cutting onboarding time by ~65% and enabling substantive advice from day one.
Client capacity
Hours recovered translate directly into capacity to serve more households — without sacrificing the depth that drives retention.
Revenue opportunity
Additional capacity multiplied by your average revenue per client shows the growth opportunity Olomon unlocks.
Stop leaving revenue on the table.
Olomon gives your practice the foundation to serve more clients, close faster, and grow revenue without adding overhead.
See Olomon in action with your own client data.