Powerful financial calculators for online engagement

Engaging financial tools

Our calculators, retirement modellers and ‘what if’ tools help you stand out in a complex and crowded market where customers demand great digital experiences. Bring your products to life and drive clients from researching to taking action, generating sales-ready leads and building trust to increase conversions.

Calculators can also empower clients with onboarding and self-serve options for both investors and advisers, improving engagement and reducing operational costs by connecting to your back office systems.

Built by our team of user experience and financial experts, our calculators can be used on your website, in apps or in private portals. Get started quickly with our turnkey options or work with us to create a custom solution powered by our engine or APIs.

Calculators for the investor journey

Capture data and create personalised experiences for investors on each step of their financial journey:

• Attracting new business – showcase your products to educate prospects and generate quality leads
• Signing up new customers – onboard new clients quickly with pre-populated data
• Engaging current customers – use real data to help investors model retirement scenarios
• Marketing to existing clients – promote new offerings and drive behavioural change with interactive tools

Latest technology standards

Take advantage of our expertise and investment in user experience design and system architecture:

• Built using latest technology standards – HTML5, CSS3 and React
• Works on all devices – desktop, tablet and mobile
• Cloud hosted – rapid deployment via AWS platform
• Accessible – AA standards to WCAG 2.1 accessibility standards

Custom API-enabled solutions

With our expertise in user experience design and building complex financial calculators and tools, we can work with you to build a calculator that fits your requirements.

You can also choose to plug into our powerful calculator engine through APIs – ideal if you want to build your own user interface, integrate with an existing system or use calculations in business processes.

This approach also allows you to expand beyond the common use cases and create apps, decision engines and infographics using our validated and robust calculation capabilities behind the scenes.