Online analytical, presentation and education tools for financial institutions, advisors and their clients.

ConsumerCalcs
Over 100 customizable calculators for your consumer-facing site.


AdvisorCalcs
Dozens of online calcs for advisors.  Generate quick, presentation-quality PDF output.


PlanningModules
Financial Planning modules which generate detailed financial planning presentations.


FinancialConcepts
Dozens of timely Financial Articles for your consumer-facing web site.


CustomCalcs
If you can detail your calculator needs, we can put them online.  Both HTML and PDF output available.
 

"AdvisorCalcs" Available Modules

The AdvisorCalcs series of online analytical calculators is composed of over 30 one-page reports designed to quickly answer financial questions posed by clients and prospects.

These one-page PDF reports offer professional, presentation quality output which can be given to clients as part of the planning process. The reports, which can also be emailed, can help motivate a client/prospect to take action, answer pointed financial questions or educate on a specific financial topic. Incorporating the prospect/client and advisor name with appropriate company disclosures, they are a great supplement to your comprehensive planning system and can easily be implemented on a company extranet site or agent login area.

If you are a financial advisor and would like to use these calculators with your clients and prospects along with comprehensive planning modules and articles then subscribe to PlannerPortal. For only $39.95/month you will be able to generate and use these reports with your clients and store financial data for quick "what-if" scenarios and annual reviews.

Sample AdvisorCalcs:

Cash Flow
Ÿ How long will my money last?
Ÿ Value of reducing or foregoing expenses.

College
Ÿ How much should I be saving for college?
Ÿ What is the value of a college education?

Credit
Ÿ How long to pay off my credit card(s)?
Ÿ Should I pay off debts or invest the money?

Home & Mortgage
Ÿ Should I refinance my home mortgage?
Ÿ Comprehensive mortgage calculator

Taxation
Ÿ Compare taxable, tax-deferred, and tax-free growth?
Ÿ How much of my social security benefit may be taxable?

Insurance
Ÿ How much life insurance do I need?
Ÿ How much disability insurance do I need?
Ÿ What are my long-term care insurance needs?
Ÿ How much will I earn in my lifetime?
Ÿ What are the tax advantages of an annuity?
Ÿ How long will my current life insurance proceeds last?


Paycheck & Benefits
Ÿ How will payroll adjustments affect my take-home pay?

Qualified Plans
Ÿ Evaluate my company pension payout options
Ÿ NEW! Should I convert to a Roth IRA?
Ÿ Self-employed maximum retirement plan contribution

Retirement
Ÿ How much will I need to save for retirement?
Ÿ I'm retired, how long will my savings last?
Ÿ What may my 401(k) be worth?
Ÿ Compare a Roth 401(k) to Traditional 401(k)
Ÿ Compare 72(t) early distribution alternatives

Saving
Ÿ Becoming a millionaire
Ÿ How long will it take to double my money?
Ÿ Save now vs. save later
Ÿ How much should I save to reach my goal?
Ÿ What will my current savings grow to?
Ÿ Calculate rate of return
Ÿ How do taxes and inflation impact my return?

Investments
Ÿ What is the value of compound interest?
Ÿ What is the long-term impact of increased return?
 

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