Calculate your ROI with Daizy

Fund reporting, portfolio commentary & storytelling, and client engagement  

Daizy has extensive experience in implementing AI optimized workflows for Asset Managers. The productivity improvements our clients experience is transformative. This calculator gives executives a better sense of what is achievable. Contact us to customize the analysis to your own specific processes.

DAIZY ROI CALCULATOR
INPUTS
50
Select workflows
Fund Reporting
Portfolio Storytelling
Client Engagement
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RESULTS
Total annual time saved
Baseline days
Days with Daizy
Total time saved (days)
$61,842
Annual savings
Time savings by workflow
Data sourcing
Research & Drafting
Review & Compliance
Distribution
Total time saved (days)
1.2
FTE equivalent saved
METHODOLOGY:
OverviewDetailDisclaimer

Time saved is just the beginning

  • The real transformation goes beyond short term efficiency savings
  • Daizy frees your teams to focus on higher-value activities, unleashing new growth levers, faster speed to market, and better client outcomes

Every firm is different — let's talk about yours

We’d love to walk through how this would apply in your context. Whether you’re just exploring or ready to scale, we’ll show how your firm can unlock meaningful ROI with Daizy.

Success depends on process — that’s where we lead

Achieving real AI ROI requires a structured approach to implementation. Many firms stall at the pilot phase because their tools don’t integrate into workflows or meet compliance standards.

Daizy brings deep expertise in operational rollout, compliance integration, and change management to ensure your initiative moves from proof-of-concept to enterprise value.

Every firm is different — let’s talk about yours

The numbers above are directional — your actual opportunity depends on the size of your product range, your internal structure, and the workflows you prioritize.

We’d love to walk through how this would apply in your context. Whether you’re just exploring or ready to scale, we’ll show how your firm can unlock meaningful ROI with Daizy.