Tools for advisors, on the house
Practical calculators and resources financial advisors and planners can use day to day — and with clients. No signup required. New tools added regularly.
Calculator
Advisory Fee Impact Calculator
See how a 2.5% vs 1.5% annual fee compounds over decades. Two-line chart, monthly contributions, and the exact wealth lost to fees — built to show prospects.
Open tool →CalculatorComing soon
Retirement Readiness Calculator
Is a client on track? Project savings against their retirement goal and surface the gap. Coming soon.
CalculatorComing soon
Safe Withdrawal Calculator
Model retirement income against the 4% rule and other withdrawal strategies. Coming soon.