Unvergütete Analysezeiten für Quartalsberichte

Definition

IBISWorld notes that the Australian Financial Planning and Investment Advice industry has experienced margin pressure, with wages a large component of costs, and that regulatory changes such as new ongoing fee arrangements and consent rules have forced practices to formalise and document ongoing services.[2] In this environment, many firms provide quarterly or at least regular performance and benchmarking commentary to justify ongoing fees but do not always explicitly price the analyst and adviser time spent compiling these reports, particularly for smaller clients. Typical workflows include downloading performance data from platforms, reconciling cashflows, checking benchmarks and drafting commentary. For an adviser or paraplanner with an effective blended cost of AUD 150–250 per hour, 0.5–1.0 hours per quarter per client of unbilled work leads to 2–4 hours p.a. of absorbed cost. For 250 ongoing clients, this represents 500–1,000 hours p.a., equal to roughly AUD 75,000–250,000 in opportunity cost in foregone billable time or additional client capacity. For larger licensees or national groups with several thousand ongoing clients, unbilled quarterly reporting effort can easily exceed AUD 0.5–1.0 million equivalent per year if not productised or automated.

Why This Matters

The Pitch: Investment advisers in Australia 🇦🇺 commonly give away 2–4 hours per client annually on manual quarterly performance reporting and benchmarking, costing a mid‑sized practice AUD 200,000–400,000 in lost billable time. Automating data aggregation, performance calculations and templated benchmarking turns this into chargeable service or frees capacity to serve more clients.

Affected Stakeholders

Financial advisers, Paraplanners, Client service officers, Practice principals, Licensee management

Related Business Risks