ROI Calculator

Your Return On Investment After One Month Of Intently

Input your desired number of qualified leads, your average close rate and your fees to see how much AUM Intently could add to your book every month.

Your assumptions

Number of qualified leads

Close rate20%

Most advisers

Adviser initial fee (% of AUM)2.00%

Annual ongoing fee (% of AUM)0.75%

Year 1 net profit

£14,400

After agency investment

Year 1 ROI

400%

Return on lead spend

New AUM added

£900k

3.0 new clients

3-year client LTV

£38,250

Initial + 3 years ongoing

Detailed breakdown

Total lead investment

15 leads @ £200 + VAT each

£3,600

Projected new clients

20% close rate

3.0

Initial upfront revenue

2% of new AUM

£18,000

Year 1 gross revenue

£18,000

Cost vs. return

Turn £3,600 into £14,400 in year one

Projected Year 1 net profit after the Intently lead allocation.