Resources · ROI
Hours back, per advisor, per week.
The Drift cost model: time recovered on review prep, document analysis, and client communications — measured against your seat cost.
Your firm
Tell us a few things.
Assets under management$1.5B
Advisor headcount12
Blended fee rate0.85%
Current tech spend / yr$180k
Estimated annual value
$2.01M
Time recovered + tech consolidation, net of any retained tools.
ROI multiple
11.7x
Payback
1 mo
Hours recovered / yr
6,912
Net value / yr
$1.84M
Assumptions: 12h recovered per advisor per week, 285/hr blended advisor cost, 48 working weeks, $14.4k Drift seat per advisor per year. Calibrated on customers in our $200M–$5B AUM cohort.
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