Advisor ROI Calculator Guide

The advisor ROI calculator helps you estimate the potential revenue impact of using iVaultX with your existing book of business. It does not guarantee specific results, but it can help you see the size of the opportunity.

Inputs you will need

• Total number of active client households.
• Average annual revenue per client (fees, commissions, or both).
• Percentage of clients with no will, old documents, or coverage gaps.
• Typical fee or revenue range per planning or protection engagement.

How to run a scenario

1. Enter your current book size and average revenue.
2. Estimate how many clients have incomplete planning (many firms start with 40–60%).
3. Enter a conservative average revenue per “gap” you close.
4. Review the projected annual revenue and multi-year impact.

How to use the results

• Decide how many clients you want to invite in your first 90 days.
• Build a simple one-page business case for partners or leadership.
• Set a target such as “Close 10 planning gaps per quarter per advisor.”

Projections from the ROI calculator are estimates only and depend on your own pricing, close rates, and implementation. They are not a guarantee of future performance.