Do I need a website to use AdvisorCal?

No. Every calculator comes with its own branded landing page that you can share as a standalone link. on social media, in emails, or in ads. If you do have a website, you can also embed any calculator with a single iframe tag. Works with WordPress, Wix, Squarespace, or any site builder.

Will my clients see the AdvisorCal brand anywhere?

No. Every page displays your logo, your colors, your company name, and your headshot. Your clients and prospects will only see your brand. AdvisorCal is never visible to them.

What are the advisor tools and how are they different from the calculators?

The 28 calculators are client-facing tools you embed on your website to capture leads. The 16 advisor planning tools are tax-aware analysis tools you run during client meetings. Roth conversion analysis, tax projections, inherited IRA modeling, legacy planning, and more. Each one generates two deliverables: a multi-page branded PDF report for the meeting AND a persistent household page online that the client can revisit between meetings.

Which advisor tools are included?

Your subscription includes all 16 advisor planning tools: Roth Conversion Pro, Tax Burden Analysis, Tax Projection Advisor, Tax Analyzer, Tax-Efficient Withdrawals, Backdoor Roth Advisor, Annuity Income Analyzer, QCD Optimizer, NUA Strategy Advisor, Legacy Optimizer, Inherited IRA Optimizer, Housing Decision, FERS Pension Estimator, TSP Withdrawal Planner, FEHB & Medicare Coordination, and Federal Benefits Gap Analysis. Each tool generates detailed results with charts and branded PDF reports.

Are the calculators and advisor tools compliant?

All tools use hedged language like 'estimate' and 'may'. never promissory language. You can set custom compliance disclaimers globally, per calculator, and per advisor tool. Disclaimers appear on every PDF report. The tools provide educational estimates, not financial advice.

How current is the data in the calculators?

All calculators and advisor tools use the latest IRS tax brackets, SSA benefit tables, CMS Medicare/IRMAA thresholds, and contribution limits. Data is updated when new figures are released so your clients always get accurate results.

What exactly do I get when a lead comes in?

You get their first name, last name, email, phone number, the name of the calculator they used, every input they entered, and their calculated results. Both you and the client receive an email with a branded PDF report attached. All leads are stored in your dashboard where you can track and manage them.

Can I manage clients and reports within AdvisorCal?

Yes. The advisor tools include a built-in client management system. You can save reports to client profiles, view report history, search by client or date, and manage team members with role-based permissions.

What do the advisor tool PDF reports include?

Each advisor tool report is a multi-page branded PDF with your firm's name, logo, and colors. It includes an executive summary, highlighted key results, a full assumptions and inputs table, year-by-year projection tables, embedded charts, and your compliance disclaimer.

Can prospects use the calculator without entering their info?

That's up to you. You can toggle lead capture on or off for each calculator. With it on, prospects fill out the calculator and enter their info to unlock results. With it off, they can see results immediately.

Is there a limit on leads or reports?

No. There are no per-lead fees, no per-report fees, and no caps. You get unlimited leads across all 28 calculators, unlimited advisor tool reports, and unlimited PDF downloads. The plan is flat-rate.

How do I add a calculator to my existing website?

Copy and paste a single iframe embed code from your dashboard. No plugins to install, no JavaScript files to manage. Works on WordPress, Wix, Squarespace, Webflow, or any HTML site. The calculator automatically resizes to fit your page.

Is lead and client data secure?

Yes. All data is transmitted over HTTPS and stored in a secure, encrypted database. Lead and client data is only accessible through your authenticated dashboard. We never share, sell, or use your data for any purpose.

Comparisons

What's the best FMG Suite alternative for calculators and lead capture?

By Isaiah Grant, Founder, AdvisorCal · April 15, 2026

The short answerIf calculators and lead capture are the reason you are evaluating FMG Suite, the best alternative is AdvisorCal — a focused calculator suite with 42 tools, lead capture, and branded PDF reports. FMG Suite bundles calculators into a broader content platform starting around $250–$1,044/month; separating the calculator decision from the content-platform decision usually saves money and improves fit.

What's the best FMG Suite alternative for calculators and lead capture?

TL;DR. If calculators and lead capture are the reason you are evaluating FMG Suite, the best alternative is AdvisorCal — a focused calculator suite with 42 tools, lead capture, and branded PDF reports. FMG Suite bundles calculators into a broader content platform starting around $250–$1,044/month; separating the calculator decision from the content-platform decision usually saves money and improves fit.

Why advisors look for an FMG alternative

FMG Suite is a mature platform that covers website hosting, a content library, email marketing, social scheduling, and calculators. Firms that need the full suite often stay. Firms evaluating it usually run into one of three issues.

The first is price. FMG plans, depending on tier, run from roughly $250 to more than $1,000 per month. For a solo or two-advisor firm still building a pipeline, that is a meaningful share of the marketing budget.

The second is content-engine fit. FMG ships a library of prebuilt advisor content. If your voice is distinctive or your compliance team requires heavy review on every piece, the library has less value than the price suggests.

The third is calculator specificity. If the primary use case is "put a few working calculators on my site and capture leads from them," you are paying for a platform where calculators are one of many features.

The focused-alternative approach

Buy each tool for the job it does best. Calculators go to a purpose-built calculator suite. Website goes to Webflow, WordPress, or Squarespace. Email goes to ConvertKit, MailerLite, or Mailchimp. Social scheduling (if you need it) goes to Buffer or Hootsuite.

That stack typically costs $50–$150/month combined, compared with $250–$1,044/month for FMG's bundled approach. You give up the unified dashboard. You get lower total cost and the ability to replace individual pieces as your needs change.

For the calculator piece, AdvisorCal covers 42 tools — retirement, tax, Social Security, Medicare/IRMAA, estate, federal benefits — with lead capture, branded PDFs, analytics, and white-label branding.

What you give up

A central dashboard. With a stack of separate tools, you log into each one individually.

Pre-approved content. You write or source your own content rather than pulling from a library. Many firms do this anyway to stay distinctive.

Bundled compliance. FMG offers compliance pre-screening on its library. Independent tools leave compliance in your hands.

Key facts

FMG Suite pricing: roughly $250–$1,044+/month depending on plan.
AdvisorCal pricing: (pricing TBA), 42 tools, lead capture built in.
Focused alternative stack cost: calculator suite + website builder + email provider + CRM typically $50–$200/month combined for a solo firm.
Calculators included (AdvisorCal): Retirement Tax Planner, Roth Conversion, Social Security, RMD, Medicare IRMAA, 401(k) Maximizer, Backdoor Roth, Inherited IRA, NUA, FERS Pension, TSP Withdrawal, FEHB & Medicare Coordination, Federal Retirement Planner, and others totaling 42.
Data current as of 2026: IRS brackets, SECURE 2.0 RMD age 75, OBBBA standard deduction, 2026 OASDI wage base $176,100, 2026 Medicare Part B $206.90/month.

Common follow-ups

Is FMG Suite worth it if I actually will run a content program? For firms that will publish newsletters, run campaign automation, and need pre-approved compliance content, yes — that is the use case it is built for.

Can I migrate my FMG calculators to AdvisorCal? There is no direct migration. You swap the iframe source on each page and reconfigure the branding in AdvisorCal. Typically takes under an hour for a full site.

Will I lose SEO authority if I migrate? Only if you change URL structure. Keep the page URLs the same and swap the iframe inside; the page rankings are unaffected.

When this doesn't apply

If FMG Suite's content library is the value driver for your firm, the alternative discussion is the wrong framing. Keep FMG and spend the calculator-suite decision elsewhere.

Sources

Try AdvisorCal

AdvisorCal gives advisors 42 financial tools. Start a 14-day free trial — no credit card.

AdvisorCal provides software tools, not investment, tax, or legal advice. Consult a qualified professional for decisions specific to your client or personal situation.

Try AdvisorCal

42 financial tools built for advisors. 14-day free trial. No credit card required.

Start Free Trial →

Cancel anytime.