How much is your ops overhead actually costing you?
Six quick questions. No fluff. Get a real efficiency score and see exactly where your firm is leaking advisor capacity.
Question 1 of 6
Work-life balance check
How many Sundays per month are your advisors at the breakfast table — laptop open, entering client data — instead of actually eating breakfast?
We're asking about the data entry, not the eggs.
Question 2 of 6
The swivel chair tax
To complete a single client task — pulling a report, updating a record, prepping for a review — how many different systems does your team have to touch?
Log into CRM. Export from portfolio system. Paste into spreadsheet. Find the email. Open the custodian portal. Repeat. This is the swivel chair — and every spin costs you.
Question 3 of 6
The real job description
If your advisors were honest on their resumes, what percentage of their week is "data wrangler / spreadsheet archaeologist" vs. actual client advisor?
Drag the slider to the uncomfortable truth.
40%
0% — pure advisor100% — basically IT support
Question 4 of 6
The copy-paste economy
What percentage of compliance tasks and client reports still involve someone manually moving data from one place to another?
Spreadsheets, email chains, sacred Excel files no one is allowed to touch. We've all got that one. You know the one.
50%
0% — fully automated100% — copy-paste all day
Question 5 of 6
Tab count
How many browser tabs — sorry, "platforms" — does your team have open at once just to do their jobs?
CRM, portfolio system, custodian portals, email, SharePoint, that one vendor portal with the password nobody remembers...
Question 6 of 6
The Monday morning ritual
What percentage of client portfolio data has to be manually reconciled across systems each week — because your platforms simply refuse to talk to each other?
Systems that don't communicate. The original quiet quitting.
35%
0% — everything syncs100% — all manual, every week
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Your score is ready.
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Your Praktikant efficiency score
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advisor hours lost per year to ops overhead
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estimated annual cost of that drag
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hours recoverable with Praktikant
Every finding above maps to a specific Praktikant workflow. See exactly which automations apply to your firm — and what reclaiming that time is worth over 12 months.
