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.

Current client book

No. of prospects engaged per year

Current win rate %

Average £AUM per new client

Current wallet share %

Est. hours invested to onboard a new client

Est. time to onboard a new client in days

Est. hours managing an existing client per year

Number of relationship managers

Number of middle/back office colleagues

No. of existing systems requiring a licence

Average cost per licence per month £

Average annual fees rate per client (%AUM)

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

Not illustrated

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

Not illustrated

OTHER BENEFITS (not module specific)

Cost out

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Revenue in

Not illustrated

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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