Manual vs Automated Rollover Analysis

See how automation transforms rollover analysis from an all-day manual process into a 15-minute automated workflow with professional compliance documentation.

Experience Automation

From 8 Hours to 15 Minutes

Traditional rollover analysis requires extensive manual research, complex spreadsheets, and custom documentation. Our automated platform delivers professional, compliant results in minutes.

6+ hours

Manual Process

11 minutes

Automated Process

Time Savings Breakdown

Data Collection:2-3 hours → 5 minutes

Fee Analysis:1-2 hours → 2 minutes

Documentation:2-4 hours → 3 minutes

Presentation:1-2 hours → 1 minute

Step-by-Step Process Comparison

Data Collection

Manual: 2-3 hours

Manual Form 5500 database search, fee disclosure review, plan document analysis

Time-consuming research
Human error in data entry
Incomplete information

Automated: 5 minutes

One-click Form 5500 search, automatic fee extraction, instant data population

Instant access to 500,000+ plans
Accurate data extraction
Complete information automatically

Fee Analysis

Manual: 1-2 hours

Manual spreadsheet calculations, fee comparisons, projection modeling

Error-prone calculations
Inconsistent methodologies
Time-consuming updates

Automated: 2 minutes

Automated fee comparisons, instant projections, visual charts

Accurate calculations
Consistent methodology
Professional presentations

Compliance Documentation

Manual: 2-4 hours

Manual template creation, DOL disclosure drafting, audit trail documentation

Inconsistent documentation
Missing required disclosures
Compliance risk

Automated: 3 minutes

Pre-built PTE 2020-02 templates, automatic disclosures, complete audit trail

Regulatory compliant
Complete documentation
Audit-ready reports

Client Presentation

Manual: 1-2 hours

Compile analysis into presentation, create client-friendly summaries

Inconsistent presentation
Technical jargon
Manual formatting

Automated: 1 minute

Professional PDF generation, client summaries, branded presentations

Professional appearance
Client-focused language
Consistent branding

Quantifiable ROI Impact

Real productivity gains and business impact

Metric	Manual Process	Automated Process	Business Impact
Time per Analysis	6-11 hours	11-21 minutes	10+ hours saved
Monthly Analyses (Typical RIA)	2-3 analyses	8-12 analyses	300-500% increase
Compliance Risk	High	Low	Regulatory peace of mind
Client Satisfaction	Variable	High	Professional presentations

Real Advisors, Real Results

How automation transformed their rollover analysis workflow

I used to spend an entire day on rollover analysis. Now it takes 15 minutes with professional documentation. My clients are impressed with the quality.

Time Saved: 8 hours/week

Jennifer Walsh

RIA Owner

Manual processes were our biggest regulatory risk. Automated compliance documentation gives us confidence in every recommendation.

Time Saved: 20 hours/month

Robert Kim

Compliance Officer

Spreadsheets were killing my productivity. Now I can focus on clients instead of calculations. The ROI paid for itself in one month.

Time Saved: 6 hours/week

Maria Gonzalez

Solo Advisor

Compliance Risk Comparison

Why automated processes reduce regulatory risk

Manual Process Risks

Inconsistent documentation across analyses
Missing required PTE 2020-02 disclosures
Calculation errors in fee comparisons
Incomplete audit trails
Outdated compliance templates
Human error in data entry

Automated Process Benefits

Consistent, standardized documentation
All required disclosures automatically included
Accurate, verified calculations
Complete electronic audit trails
Auto-updating compliance templates
Automated data validation and error checking

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