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

tools

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.
 

Your "Look-And-Feel", Our Engines and Technology

Our online, proprietary ContentCustomizer is an interactive WYSIWYG editor that makes it easy for you to customize your calculators and articles to match the look-and-feel of your web site.  No html, java or web design experience required - no need to bother the IT department!  

By hosting the content ourselves we are able to maintain the calculators and articles for you -- implementing new tax law and planning changes quickly and without downtime. 

Here are just a few of the features you can easily customize:

Activity / Usage Tracking

You also receive additional online tools like our tracking and usage tools.  These tools allow you to quickly create content usage reports by item, by day, or over the period of time of your choice.  It's all live, real time, and online. 

Create Your Own Image Library

Upload your own image library for use in your calculators and articles.  By integrating image storage and retrieval functions into our ContentCustomizer, you can quickly and easily use your existing images, logos and artwork in any calculator or article you license from us. 

EZLink Licensing and Tracking

The password-protected ContentCustomizer also provide you with the links and information you need to add the licensed content to your web site.

(801) 446-7822