Benefit Calculator

Calculate increased revenue and cost savings by using Wealth Dynamix as your CLM

Create your personalised calculation

For a personalised calculation enter your information below – or use the default values for the information that you do not know.  
The calculations only represent a small fraction of the benefits of using Wealth Dynamix Solutions as all use cases are not shown.
The actual increased revenue and costs saving may differ from those calculated here – but are likely to be higher.
This benefit calculator is for illustrative purposes only and should not be used to indicate actual benefits.

Typical mid-large Wealth Management business
Typical mid-large Wealth Management business
Typical mid-large Wealth Management business
Typical mid-large Wealth Management business
Studies conducted by Wealth Dynamix reveal that a Wealth Management business typically has circa 20% of a client's total assets under management.
Studies conducted by Wealth Dynamix reveal that a Wealth Management business typically takes around 100 hours to onboard a new client
Research conducted by Wealth Dynamix reveals that a Wealth Management business typically takes around 20 days to onboard a new client.
Studies conducted by Wealth Dynamix reveal that a typical Wealth Management business spends 45 hours p.a. reviewing a client
Input number of relationship managers within your business
Input number of middle and back office employees within your business
Input number of systems used per staff member to support effective client lifecycle management. The average is typically 4.
Input average costs of the licence per user per month. Assumed to be £100pupm
Input average fee income from AuM (as a percentage). Typically 1%

Outputs by life-stage & use case

Win Rate (revenue in)
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Share of wallet (revenue in)
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Onboarding (cost out)
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Increase in fee earning due to shorter elapsed onboarding time (revenue in)
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Client servicing salaries (cost out)
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OTHER BENEFITS (not module specific)
Avoidance of other costs (cost out)
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Outputs by benefit type

ENGAGING
Cost out
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Revenue in
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ONBOARDING
Cost out
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Revenue in
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MANAGING
Cost out
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Revenue in
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OTHER BENEFITS (not module specific)
Cost out
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Revenue in
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Summary Output

SUMMARY OF BENEFITS
Cost out
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Revenue in
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Total benefit
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To find out more about Wealth Dynamix, please contact us

All monetary values in this calculator are expressed in £ Sterling GBP.
The default illustration is taken from previous studies conducted by Wealth Dynamix on behalf of its clients. This calculator is for illustrative purposes only and should not be used to indicate actual benefits. The calculations only represent a small fraction of the benefits of using Wealth Dynamix Solutions as all use cases are not shown. The actual increased revenue and costs saving may differ from those calculated here – but are likely to be higher.
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