---
title: Data aggregation’s ROI for Financial Planning Advisers - Wealth Access
description: Financial Planning Advisers are being exhorted to use data aggregation tools as a means to better understand their clients' financial behavior. 
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 4/7/17, 8:00 AM

# Data aggregation’s ROI for Financial Planning Advisers

[David Benskin](https://blog.wealthaccess.com/author/david-benskin)

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Suleman Din / Financial Planning

**Financial Planning Advisers are being exhorted to use data aggregation tools as a means to better understand their clients’ financial behavior.  But there’s a tangible ROI for using data tools also, says the head of one aggregation firm — about $2,000 in new revenue per client, he claims.**

---

“We knew we were bringing efficiencies to adviser practices, but we wanted to find out if advisers were capturing assets held away,” says David Benksin, founder of [Wealth Access](https://www.wealthaccess.com/).

His firm surveyed 130 firms using [Wealth Access’](https://www.wealthaccess.com/) platform and found they were able to bring in 65% of $4.8 billion in client held away assets. Assuming a 1% fee, Benskin says, it averages out to an additional $240,000 per firm and $2,000 per client annually.

That’s a revenue edge a financial planning adviser needs in an era of increased fee compression and growing automated advice, Benskin says.

[read more…](https://www.financial-planning.com/news/data-aggregations-roi-for-advisers)

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