RIA ADVISOR DESK consultance.ai

The
Platform
Bill.

25 to 50 bps on $300M is $750K to $1.5M a year, every year, before a single client outcome improves. Put your own AUM in and see what the platform actually costs you, then score your desk run.

Enter your numbers ↓
01 //

The fee math

works instantly, no pack needed

Four numbers off your custodial statement. The math updates as you type. Fees in basis points, one bp is 0.01 percent.

Total assets under management
TAMP or platform charge on AUM
Your own advisory fee
Weighted average across holdings
Used for the 10 year compounding
Annual platform bill
$0
at 35 bps on your AUM
All in client cost
$0
platform + advisory + fund expenses
Platform bill, 10 years
$0
compounded at 7% growth
Platform bill vs $240/yr desk
0x
what the platform charges for every $240 a desk costs
02 //

The desk run

paste from your Claude run

Run the prompt pack in your own Claude, then paste the run's closing numbers here. Households stay coded, HH-001 through HH-NNN. No client names touch this page.

Coded HH-001 to HH-NNN
Households outside target bands
Unrealized loss value flagged
Fee lines that failed the recompute
Positive = over collected, negative = under
The run's own self check verdict
Households reviewed
0
every book position touched, HH codes only
Drift queue
0
households outside target allocation bands
Harvest candidates
$0
unrealized losses queued for adviser review
Billing breaks
0
fee lines that failed the recompute
Net collection delta
$0
over or under collected across the book
Gate
PASS
the run blocks itself when its own math fails
DESK RUN CLEAN

Gate passed with zero billing breaks and zero drift alerts. The book is square. Adviser signs off and moves on.

Get the prompt pack →