Advisory fees: 1-2% AUM → Leaders: 0.10-0.25%
The $8.39B robo-advisor market is growing at 31.2% CAGR. AI-powered platforms scale advisors from 100 to unlimited clients, rebalance daily, and beat benchmarks 95%+ of the time.
Performance benchmarks
How AI-powered wealth platforms compare against traditional advisory models.
What global leaders are doing
Industry examples from publicly reported initiatives — not Xamun projects. Included to illustrate what AI transformation looks like in this sector.
How leading wealth platforms use AI to scale advisory and optimize portfolios.
- ✓ $36B+ assets under management
- ✓ 800,000+ customers
- ✓ Pricing: 0.25% (Digital), 0.40% (Premium)
- ✓ $60B+ AUM
- ✓ Beats benchmarks by 0.5-1% after fees
- ✓ 60%+ of customers under 40
- ✓ $200B+ in digital-managed assets
- ✓ Lowest fees in industry (0.30%)
- ✓ 40%+ of new accounts from millennials
- ✓ 500,000+ digital advisor accounts
- ✓ Fee: 0.28% (very competitive)
- ✓ $100 minimum investment threshold
The transformation opportunity
What changes when a mid-market advisory firm ($500M AUM, 50 advisors) deploys AI across the wealth lifecycle.
- ✗ Fee: 1-1.5% AUM (vs 0.25% robo average)
- ✗ Scalability: 1 advisor : 100-150 clients
- ✗ Minimum: $250k-$500k account size
- ✗ Rebalancing: Quarterly-Annual (manual)
- ✗ Performance: 70-80% beat benchmark
- ✓ Clients per advisor: 300 (3x improvement)
- ✓ Firm margin: 40% → 50% (higher revenue)
- ✓ Performance: 88% beat index
- ✓ Minimum account: $50k (mass affluent)
- ✓ Revenue uplift: 20-30% from higher AUM
We build it, run it with your team — and you pay per account serviced.
No upfront CAPEX — we invest the build ourselves. Once it’s live, you pay a small toll per client account onboarded or serviced the system processes: a small fraction of the value each one creates. A slow month means a small invoice; if it doesn’t run, you don’t pay.
We’re not a vendor shipping software into your operation. For the operation we run, we’re part of your company — in your numbers every week, paid only as they move. Where serviced accounts aren’t the honest measure, we price it as a fixed project instead; the accountability doesn’t change, only how you pay.
How Xamun delivers
From intelligence to production in weeks, not quarters.
Xamun Intelligence benchmarks your advisory model against AI-powered leaders. Maps portfolio management inefficiencies, tax optimization gaps, and client scalability constraints across your practice.
Algorithmic portfolio management with automated daily rebalancing. Systematic tax loss harvesting, behavioral coaching AI, risk profiling, and multi-goal wealth planning optimization engines.
Intelligence assessment in 2 weeks. First robo-advisory module live in 8 weeks. Full hybrid advisory platform within 14 weeks. Built-in measurement tracks AUM growth, performance, and client satisfaction from Day 1.
Transform your advisory practice
See how mid-market advisory firms are scaling 3x while improving performance. Book a discovery call to benchmark your wealth management operations. No upfront cost — you pay only when the system runs.
Book a Discovery →