What is rebalancing by hand actually costing your firm?
Most RIAs track AUM, fees, and client counts to the decimal — but can't name what their rebalancing process costs them. Enter your numbers below and find out. Nothing is sent anywhere until you choose to.
Your firm's numbers
What it's costing you
An estimate based on your inputs, calculated entirely in your browser. Opportunity cost assumes reclaimed hours could go to billable work — it shows the ceiling of what that time is worth, not guaranteed savings.
How this is calculated
Only four inputs drive the time totals: accounts × cycles × minutes × manual%. Error hours = accounts × cycles × error-rate × minutes-to-correct. Total hours are then valued two ways — direct cost (hours × staff rate) and opportunity cost (hours × billable rate). Every input above feeds one of these formulas; if an input doesn't appear here, it doesn't affect the result.
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The question isn't “which rebalancer is fastest.” It's what your current process is costing you — and what your team could do with those weeks back.