Use the following analysis to determine a possible return on your eMoney investment.*
*disclaimer [+]
Step 1: Fee Revenue

When you add0existing clients to eMoney

and charging a$0fee

Your fee revenue increases to$0

Step 2: Product Sales

If your average commission on a product sale is0

per client you can now increase your average 2.5 times to$0per client

That translates to a possible increase of$0per client

times0clients

Equals a possible total increase in product revenue to$0

Step 3: Assets Under Management
basis points (bps)

your increase in per client revenue could be$0

times0clients

For a possible total increase in AUM revenue of$0

Step 4: Referrals & Prospects

A typical eMoney client refers an average of 3 new prospective clients to our advisors.

times0clients

equals0new prospects

of these prospects you could potentially acquire0new clients

Summary

By adding your 0existing clients to eMoney you could expect:

Increased Fee Revenue of0

Increased Product Revenue of0

Increased AUM Revenue of0

For a total possible Increase of0

With eMoney you can expect0new clients

with potential revenue of$0

1st Year 2nd Year 3rd Year 4th Year 5th Year
Revenue
Increase
New
Prospects
New
Clients
New Business
Visualize the possible increase in new activity over 5 years.
Cost Benefit
Compare the increase in revenue vs. the cost of eMoney solution.
*eMoney provides the analysis as a promotional tool to help customers project a potential cost-benefit analysis. The estimates provided by the analysis are based on actual user averages yet are only provided to help you determine whether to further investigate the eMoney Suite of solutions. THE ANALYSIS TOOL ONLY PROVIDES ESTIMATES. SUCH ESTIMATES ARE NOT GUARANTEEING ACTUAL RESULTS. A NUMBER OF OTHER FACTORS MAY AFFECT YOUR ACTUAL COST BENEFITS, AND YOUR ACTUAL RESULTS MAY DIFFER.