Lower Costs + Increased Revenues = Greater Profits; That's Quite a Combination

BSM’s Low Costs for its Comprehensive Functionality and 5-Pillar Integration Produce Even Greater Savings with Location-Based Licensing; Avenue Robo-4-Advisors Increases Your Revenues; Your Firm’s Profits Accelerate

Lower Costs

The Value Power of Location-Based Licensing

Increased Revenue

Avenue Robo-4-Advisors Potential Revenue Grid

RoboAdvisor Revenue Grid

Incremental AUM to Cover BSM and Avenue Robo-4-Advisors’ Costs

Higher Profits

(Cost Comparison Assumes a Single Practitioner (i.e. no location-based license benefit; see above for details))

The Keys

  1. Grow into your BSM usage at $50 per client (and at minimal risk).
  2. An optional $100 fee sets up BSM with your current proposal content, IPS, risk tolerance questionnaire, and models.  (Note:  The first two clients will NOT be charged so your costs do not increase with this setup fee.)
  3. Upon reaching $6,000 annually (120 clients), you pay no more for your physical location.
  4. BSM’s functional suite PLUS Avenue Robo-4-Advisors are packaged together at $6,000 per year.