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Arius Software Corporation
550 Trillium Dr, Unit 15
Kitchener, Ontario
Canada N2R 1K3

Phone 519.885.9045
Fax 519.885.7123
info@ariussoftware.com

Dealer Information

Current # of Advisors
  Current number of advisors at firm.
Projected Annual Advisor Recruiting (%)
  Projected advisor recruiting % per year.
Revenue per Advisor Net of Commissions
  Current revenue per advisor- net of commissions.
Account Opens per month per Advisor
  The number of account opens performed by the advisor in an average month. This can range from 5-10 per advisor depending on the size of the advisors book of business.
Assistant Salary
  The average yearly salary of a sales assistant for the advisor.
Producer Salary
  The average yearly salary of a producer/investment advisor.
Branch / Regional Manager
  The average yearly salary for one branch or regional manager.
Compliance Admin Salary
  The average yearly salary for one administrative staff memberin the compliance department responsible for processing applications at head office.
General Admin Salary
  The average yearly salary for one administrative staff member responsible for processing applications at head office.

Account Opening Costs

 
  Current cost (per account open)
 
  Projected cost (per account open, with OpenAdvantage®)
 
  Difference in cost per account open (with OpenAdvantage®)
 
  Current total account opening cost (per year)
 
  Projected total account opening cost (per year)

Total Benefits

 
  Decrease in Account Opening Costs (per year)
 
  Increase in Revenue (first year, increases in subsequent years)
 
  Total Benefit (per year)