Assets under advice added
Value of screened leads moved into onboarding, last 12 months
Where screened leads come from
By source, this month's screened pool
Investment performance
Cumulative return by model portfolio, last 12 months
Team workload
Clients held and hours automation returned this month
Where the firm saves time
Advisers manually check each client portfolio against its target allocation every quarter — about 15 minutes per portfolio across 140 client portfolios, roughly 35 hours of adviser time a quarter. Automated: drift is flagged instantly against target, leaving about 2 minutes of total review time.
Compiling each client's annual review pack — performance summary, fee statement, compliance checklist — by hand takes about 25 minutes per client across 180 clients, roughly 75 hours a year. Automated: packs generate in seconds; the adviser just reviews and signs off.
Recent activity
Manual vs automated
Done by hand today
An adviser reads each inbound enquiry, checks stated income and assets against the suitability policy, and manually confirms eligibility before the client can proceed. At ~12 minutes per lead, screening this month's 214 leads would take approximately 42.8 hours of adviser time.
Automated here
This system screens each lead in under 4 seconds against the same policy, live, as leads arrive. This month: 214 leads processed in approximately 14 minutes of total system time.
Suitability threshold
Inbound leads
| Lead | Source | Investable assets | Annual income | Result |
|---|