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Profit automation for Financial Advisors

Your RIA is leaving $10,000โ€“$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 โ€” every single month.

Find my profit gaps See a live demo

14-day free trial ยท No credit card required

$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 0.90โ€“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, 4โ€“20 months dormant
Warm leads who went cold in the 4โ€“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 $3,000โ€“$5,000/year in uncaptured revenue. Proventus surfaces every one.
$3,500/yr
avg per client

Up and running in 5 minutes

01
Export from your CRM
Pull a CSV from Redtail, Wealthbox, Salesforce, or any system. Include AUM, fee tiers, last contact dates, and YTD returns.
02
Proventus analyzes it
Our AI runs every client against RIA-specific profit models โ€” fee benchmarks, churn signals, cross-sell triggers โ€” and quantifies each gap.
03
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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