Products
Financial calculators can greatly enhance the user experience on your web site. Consumer studies have shown that financial calculators rank as one of the most helpful tools in the financial decision-making process. With our unique XML web service design you have control over the data and can choose to leverage the financial information provided by end-users into lead opportunities, market segmentation and product promotion.
In addition to our vast library of off-the-shelf calculators, we specialize in creating customized solutions to meet your specific requirements. You think it, we'll build it!
Consumer Calculators
We offer over 100 calculators spanning numerous categories: cash flow, college, credit, home and mortgage, taxation, insurance, paycheck and benefits, qualified plans, retirement, savings and investments. You may purchase ad-free calculators by category or lease the comprehensive set at a discounted price.
English calculators
Spanish calculators
Advisor Calculators
Our Advisor Calculator 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.
English advisor calculators
Spanish advisor calculators
Custom Calculators
Over the years we have built numerous calculators to meet specific client needs. With our in-house financial experts we can readily understand your objectives and build to suit.
Samples
Intermountain Health Care, a large health care provider in Utah with over 30,000 employees, commissioned CalcXML to build "custom" calculators to help employees understand their specific retirement and paycheck benefits. The first, a Flash-based "Total Retirement Calculator", incorporates company-specific pension plan benefits and 401(k) matching schedules to help employees determine how long their current savings will last and what additional contributions should be made in order to meet their retirement goals. The second calculator "Paycheck Planner Plus" illustrates the take-home pay impact of increased 401(k)/403(b)/457 contributions along with warnings if ill-timed contributions cause the employee to miss-out on employer matching contributions.
Click to view implementation (Custom Flash Calculator)
Click to view implementation (Custom Calculator)
Plante Moran Financial Advisors needed a "back-office" tool that their reps could use to help sell college savings plans. After entering client/prospect data, the financial advisors simply click Submit to get a two-page professional PDF report.
Click to view implementation (Custom Calculator)
Financial Articles
With a library of hundreds and hundreds of interactive NASD/FINRA compliant financial articles integrated with thousands of useful glossary terms, we can add compelling content to your web site. These calc-related articles will educate your web visitors and help sell the products and services you offer. Choose from a ready-made database of hundreds of articles spanning a dozen financial categories: cash flow, college, credit, home and mortgage, taxation, insurance, paycheck and benefits, qualified plans, retirement, savings, investments and business.
Samples
HelpMeFinancial.com See "Learning Center" from top menu.
Articles See sample implementation of calculator with related articles.
Blogger Tools, Teaser Calculators And Mobile Devices
Our entire suite of intuitive and user-friendly calculators are available in compact form, making them perfect for:
- Bloggers to include in their web log posts
- Web site home pages as "teasers"
- Mobile devices, PDAs, etc.
Click here for a complete listing.
National Average Data Services
The data we collect are simply the values entered into our calculators. There are no personal security issues because there is no personal data entered into the calculators - just amounts, interest rates, etc.
We've compiled the input data from tens of thousands of calculator runs per day from across the entire country and now offer you access to it. Average values are available for any of our calculators over a date range that you specify. You can also select the statistics that you want from our comprehensive listing, again with the ability to specify a date range.
Useful for:
- Web sites
- Research
- Articles
- Sales
- Advertising
The statistics we offer "off-the-shelf" are pre-selected by our expert analysts. However, if there are other statistics you would like, or if you'd like to "slice and dice" the data differently, we can offer you direct access to the database as well.
Personal Online Budget
Provide a simple and easy to use Budgeting system for your web site users. Customize the look and feel to match your web site by modifying a stylesheet. Also add your logo and a title in the header. This is a great tool to keep users returning to your site.
Take if for a test drive
Click here to have a look.