Advisor resources

Finliti Pulse ROI Calculator

Model the advisory value of Finliti Pulse across advisor capacity, client penetration, retention, and referrals.

Advisory value onlyNo email requiredLive scenario model

Platform investment

-$45,000Finliti Pulse annual license - $3,000/advisor/yr

Total value generated

$2.56MTime + penetration + retention + referrals

Net annual benefit

$2.52MAfter platform cost

ROI multiple

57.0xPayback: 0.2 months

Value stream breakdown

Moderate scenario

Finliti Pulse platform cost$3,000 x advisors - annual

-$45,000

Advisor time recovered4 hrs/advisor/mo x 12 x $120/hr

$86,400

Investment penetration lift+15 pts x 1,275 new clients

$2.29M

Client retention value+5 pts x 71 clients retained

$127,800

Referral revenue30 modeled referrals x $1,800

$54,000

Net annual benefit$2.52M

Value sources

Proportional view

Advisor time recovered$86,400

Investment penetration lift$2.29M

Client retention value$127,800

Referral revenue$54,000

90-day quick wins

Activation path

Weeks 1-2

Certify and configure

Advisor onboarding
Profile workflow setup
Initial pilot profiles

Weeks 3-6

Launch profiles

Discovery conversations
Profile velocity
Warm handoffs

Weeks 7-10

Scale the motion

New client conversion
Referral asks
Retention flags

Weeks 11-13

Report ROI

Measured lift
Advisor adoption review
Expansion plan

Projections are estimates based on entered assumptions. Actual results depend on advisor adoption, client engagement, market conditions, and implementation quality. Finliti Pulse pricing assumption: $3,000/advisor/year.