UAT Savings Calculator

1.	Active Equity Assets ($ Billions): Exclude Index and Emerging Market Assets. Why?	(e.g., 25.5)
2.	Average Execution Cost: Use Basis Points or Cents Per Share costs for Average Execution Cost. How to Calculate Basis Points? What are Industry Averages?	Basis Points (e.g., 12.75 bps) Cents Per Share (e.g., 3.25 cents/share)
3.	Low Touch Orders (%): What are Low Touch Orders?
	Current Brokerage Costs Total Brokerage Savings Projected Brokerage Costs
4.	Optional: Savings to Client: This step provides the flexibility to illustrate savings to your shareholders/plan participants. Percentage values are customizable and generate various levels of savings for both the adviser and shareholders.
	Annual Savings: Annual Performance Improvement: Annual New Revenue or Expense Offsets: Assumptions

UAT SystemBrokerage Savings Calculator