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How do I embed a retirement calculator on my financial advisor website?

Published April 6, 2026
Quick AnswerTo embed a retirement calculator on a financial advisor website, pick a calculator platform (AdvisorCal, Dinkytown, and CalcXML all provide embeddable calculators), copy the iframe or script tag from your account dashboard, and paste it into the HTML of the page where you want the calculator to appear. The calculator will render inline and inherit the width of its container.

The 4 steps

1. Pick a calculator platform

All three major platforms provide embeddable retirement calculators for advisors. Each has different pricing, branding, and feature defaults. See the platform comparison for details.

2. Create an account and configure branding

Sign up for the platform, add your firm's logo, colors, name, and (if supported) your headshot. This is what clients will see when they load the calculator on your site.

3. Copy the embed code

From your platform dashboard, find the calculator you want to embed and copy the iframe or script tag. On AdvisorCal, the embed code is available under each calculator's "Embed" tab. The code looks roughly like:

<iframe
  src="https://www.advisorcal.com/embed/your-firm-slug/retirement-calculator"
  width="100%"
  height="800"
  frameborder="0"
  style="border: none; max-width: 100%;">
</iframe>

4. Paste it into your website

On your site, find the page where you want the calculator to appear and insert the embed code as raw HTML:

Save and publish. The calculator will render inline.

What to check before choosing a platform

Can I test before I commit

AdvisorCal offers a 14-day free trial with no credit card required, which lets you embed a calculator on your live site before subscribing. Dinkytown and CalcXML do not publicly advertise free trials; contact their sales teams for demo access.

Frequently asked questions

Will the calculator work on WordPress, Wix, Squarespace, and Webflow?
Yes. An iframe embed works on any site builder that allows adding custom HTML, including WordPress (via the Custom HTML block or a plugin), Wix (via the Embed HTML element), Squarespace (via the Code block), and Webflow (via the Embed element).
Does embedding a calculator slow down my site?
An iframe embed loads the calculator asynchronously in its own frame, so it does not block the rest of your page from loading. The performance impact depends on the calculator vendor's own load time. Most vendors optimize their calculators to render quickly on mobile.
Will my clients see the calculator vendor's branding?
That depends on the platform. AdvisorCal shows only your firm's branding to clients (your logo, colors, name, headshot). Dinkytown and CalcXML display varying levels of vendor branding depending on the plan.
How do I capture leads from the calculator?
Lead capture works differently on each platform. AdvisorCal captures first name, last name, email, phone, all calculator inputs, and calculated results on every calculator by default, and stores them in your dashboard. Dinkytown and CalcXML's lead-capture behavior varies by plan.
What if the calculator is too wide for my page?
Most embeddable calculators use responsive width and automatically fit the container you drop them into. If you need to constrain the width, wrap the iframe in a div with a max-width CSS rule. The calculator will scale down to fit.
Can I embed more than one calculator on the same page?
Yes, but it is usually better to put each calculator on its own page for SEO and user focus. A dedicated page for each calculator ranks better for its specific keyword and keeps the visitor focused on a single task.
Do I need to host the calculator myself?
No. All three platforms host the calculators on their own servers and serve them through the embed code. You do not need to install scripts, upload files, or maintain a backend.
Is the embedded calculator compliant for financial advisors?
Compliance depends on the calculator's language and disclaimers, not the embed itself. AdvisorCal supports custom compliance disclaimers that appear on every calculator and PDF report. Dinkytown and CalcXML's disclaimer options vary by plan. Review your own firm's compliance requirements before embedding any calculator.

Sources

  1. AdvisorCal — Embedding Calculators (accessed 2026-04-06)
  2. Dinkytown — How to Add Calculators (accessed 2026-04-06)
  3. CalcXML — Embed Calculators (accessed 2026-04-06)

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