Your RIA is leaving $10,000–$15,000 per at-risk client on the table

Proventus connects to your client data and automatically identifies fee drift, churn risk, dormant prospects, and cross-sell gaps — every single month.

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$12,325

Avg. churn risk per flagged client

$890

Avg. annual fee drift per client

5 min

From CSV upload to first finding

What Proventus finds for you

Every finding is dollar-quantified and ranked by impact.

Churn Risk

No contact in 45+ days with benchmark underperformance

Clients who haven't heard from you in 6+ weeks and whose YTD return trails the S&P by 5%+ are 3x more likely to transfer assets. Proventus flags them before they call to leave.

$12,325/yr

avg per client

Fee Drift

AUM grew but fee tier was never updated

A client who started at $400K and grew to $900K should be paying 0.90–1.00%, not 0.85%. Proventus finds every client where the fee hasn't kept pace with their portfolio growth.

$890/yr

avg per client

Prospect Resurrection

Referred prospect, 4–20 months dormant

Warm leads who went cold in the 4–20 month window have the highest re-engagement rate. Proventus identifies them and surfaces the right market event to use as a re-entry hook.

$5,525/yr

avg per client

Cross-Sell Gap

High net worth client with no estate or tax planning

Clients with $1.5M+ net worth who don't have estate planning in their service record represent $3,000–$5,000/year in uncaptured revenue. Proventus surfaces every one.

$3,500/yr

avg per client

Up and running in 5 minutes

Export from your CRM

Pull a CSV from Redtail, Wealthbox, Salesforce, or any system. Include AUM, fee tiers, last contact dates, and YTD returns.

Proventus analyzes it

Our AI runs every client against RIA-specific profit models — fee benchmarks, churn signals, cross-sell triggers — and quantifies each gap.

Act on your findings

Get a ranked list of opportunities with dollar values. One click generates a FINRA-compliant outreach email for each finding.

Ready to find your profit gaps?

Upload your data today. Proventus will have your first findings ready within minutes.

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