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

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calcs
 



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.
 

Rapid Custom Calculator Development and XML Solution

In addition to our ever increasing list of off-the-shelf calculators, we offer custom calculator development with very fast turn-around times -- often within three to five business days depending on the level of complexity and customization.

Further, our industry-unique XML Web Service facilitates client-created html and client-hosted solutions including database integration and lead generation. Create your own input/output html and simply make an XML call to our calc engines rendering results, tables and charts in XML format which you may format and display to your liking. This behind-the-scenes solution gives you complete control over look-and-feel and eliminates URL changes to our domain name. An XML solution facilitates back-end database integration and email lead capturing. Click here to learn more about our new XML Web Service technology.

Some customers which we helped build and implement custom, proprietary solutions for include RBC Dain Rauscher, Hewitt Associates, Utah Higher Education Authority, Eaton Vance and many others. 

Give us a call at (801) 446-7822 to discuss your custom calculator needs.











 
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(801) 446-7822