Start with your firm AUM and advisory revenue. We’ll estimate how average successful firms at your size typically perform—
then show what happens if you reduce churn and accelerate growth with Xylo.
Step 1 · Firm Snapshot
Enter your approximate AUM, revenue, firm age, and ultimate goal. Then adjust assumptions if needed.
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We suggest ~1% of AUM as a starting point. You can overwrite.
Used to estimate maturity & growth stage.
Your desired long-term firm size.
Editable assumptions
Defaults reflect typical patterns in average successful firms at your size.
We’ll suggest a number based on revenue & AUM. Override if needed.
% of advisory revenue lost / year
% advisory revenue growth / year
Step 2 · Your Xylo Impact Preview
These projections reflect your next 12 months and a 5-year trajectory vs average successful firms your size.
Projected AUM in 5 years
Blue: average successful-firm trajectory (no Xylo) · Green: with Xylo
Unlock your full 5-year plan
Share where to send it and we’ll unlock your full compounding model, including churn savings,
growth lift, and assumptions compared to average successful firms your size.
We’ll never sell your data. We use this to tailor follow-up and demos for firms like yours.
Step 3 · 5-Year Revenue & ROI Plan
Year
Cumulative standard revenue
Cumulative revenue with Xylo
Cumulative incremental revenue
Xylo cost (yr)
Cumulative ROI (×)
Churn reduction assumed
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We reduce avoidable churn by improving satisfaction & early risk detection.
Growth lift assumed
—
We shorten sales cycles and improve conversion through better engagement.
Why this works
Behavioral AI
Xylo detects relationship risk & opportunity from real communications.