Review cost calculator
What do your annual reviews cost your team?
Put in the clients who cost more to review than they pay you. See the adviser time Pillar gives back and what it costs. Four steps, your own figures.
The clients you would hand to Pillar
Think of the clients who cost more to review than they pay you. Roughly how many are there, and what does one of them pay you a year on average?
One review, in house against Pillar
Pillar takes the whole cycle off your team: preparing the review, the meeting, the write-up and filing.
| Who | Hours a review | £ an hour | Cost |
|---|---|---|---|
| Adviser | £438 | ||
| Paraplanner | £263 | ||
| Admin | £48 |
Industry standard, as ascertained by Pillar.
What changes for your advisers
Time freed, not cash saved. Your costs do not fall when these reviews move to Pillar. The value is what your advisers do with the time.
What it costs
Pillar's reviewers work in your firm's name and pass anything that needs advice to the client's adviser. Pillar gives no advice.
This is your estimate. Pillar Lens shows your real book.
Lens reads your back office and shows, client by client, who costs more to serve than they pay, and the fee issues a review would find. Leave your details and Wilson will send you this result and set up a call.
Your estimate, not a Pillar forecast or offer. Review time and hourly rates start from the industry standard, as ascertained by Pillar; change them to your own. One review per client a year. A working day is 7.5 hours. Pillar's fee is the list price, charged as each review is completed and invoiced monthly. The starting client count and fee are Pillar's demonstration firm, not a real firm.