White-label interactive calculators branded to your firm. Capture leads, generate PDF reports, and build landing pages — all in minutes, no code required.
A complete toolkit designed for financial advisors who want to engage prospects and convert leads without hiring a developer.
Retirement, tax, estate, Social Security, Roth conversion, Medicare IRMAA, and more — all using 2025 IRS/SSA data.
Your logo, colors, company name, and tagline on every calculator. Clients see your brand — never ours.
Collect name, email, and phone before showing results. Every calculator becomes a lead generation engine.
Generate a complete landing page around any calculator. Add your bio, testimonials, FAQs, and a CTA — ready to share.
See which calculators get the most traffic, track lead conversions, and manage your pipeline from one dashboard.
Drop a calculator on your existing website with a single iframe tag. Works with any CMS, WordPress, or custom site.
Every calculator your clients see looks like it was built by your firm. Upload your logo, pick your colors, and launch in minutes.
Every calculator doubles as a lead magnet. Visitors enter their info to see results, and you get a qualified lead in your dashboard.
Generate a full landing page around any calculator — complete with your bio, testimonials, FAQ, and a scheduling CTA. Share the link or run ads to it.
All calculators use 2025 IRS, SSA, and CMS data. Updated annually so your clients always get accurate results.
No developers needed. Get set up and share your first calculator in under two minutes.
Create your account, upload your logo, choose your colors, and set your company details.
Choose which of the 18 calculators to publish. Toggle lead capture on or off for each one.
Embed on your site, share a landing page link, or run ads. Watch leads flow into your dashboard.
Start free. Upgrade when you are ready for more calculators and lead capture.
Perfect for getting started
Free forever
For growing advisory practices
Billed monthly
“I embedded the Roth conversion calculator on my site and got 3 qualified leads in the first week. The branding looks completely custom.”
“The landing page builder alone is worth the price. I run Facebook ads straight to a retirement tax calculator page — the leads practically qualify themselves.”
“Setup took me less than 5 minutes. My clients love the PDF reports — it makes our conversations so much more productive.”
Join advisors who use AdvisorCal to engage prospects, capture leads, and grow their practice. Start your free trial today.