Automatic lead capture
Prospects enter their info to see results. You get the name, email, phone, and the numbers they typed in.
Calculators · 28 tools
Turn calculators into your best lead engine.
28 branded calculators that capture leads with real financial data. Publish in two minutes. No code.
0
Lines of code
28
Calculators
2 min
To your first lead page
100%
Your brand. Your leads.
Built for advisors
Calculators that capture leads.
Publish a branded calculator in minutes. Every calculator works as a lead magnet.
28 ready calculators
Retirement, tax, Social Security, Roth conversion, Medicare, and more. Built with current IRS and SSA data.
No code
Sign up. Add your branding. Publish. Embed on your site with one paste, or share a ready landing page.
Landing page builder
Every calculator gets a branded page. Your bio, headshot, scheduling link. Share it or run ads to it.
Analytics
Track views, leads, and conversions by calculator. See traffic sources and manage your pipeline.
Alerts and bookings
Get an email the moment a lead comes in. Connect Calendly so prospects book straight from results.
White-label branding
Your logo, colors, name, and headshot on every page. Clients see your brand. Never ours.
Calculator hub page
One branded page showing all your published calculators. Perfect for bios and email signatures.
Custom disclosures
Add a global disclaimer or set one per calculator. Stay compliant without the busywork.
Lead capture that works
Every calculator is a lead magnet.
Prospects enter their real numbers to see results. You get the lead and the financial picture. No cold outreach. No generic forms.
- Leads captured. No forms to build.
- Name, email, phone, inputs, and results.
- Instant email alerts.
- Toggle lead gate per calculator.
No-code landing pages
Share a link. Start getting leads.
Every calculator gets a branded landing page. Your logo. Your headshot. Your scheduling link. No site needed.
- Auto-generated. Zero setup.
- Or embed with one iframe.
- Works with WordPress, Wix, Squarespace.
- Mobile-ready. Campaign tracking built in.
Your brand
Every calculator looks like yours.
Your logo, your colors, your name on every calculator. Prospects see your firm. They never see ours.
- Logo, colors, and firm name on every page.
- 100% white-label. Zero AdvisorCal branding.
- Set once. Applies to all 28 calculators.
- Global or per-calculator disclaimers.
The library
28 calculators. Ready today.
Every calculator is pre-built and compliant. Click any tile to try it.
Retirement Tax PlannerTry it →Roth ConversionTry it →Social SecurityTry it →Required Minimum DistributionsTry it →Estate & GiftingTry it →Medicare IRMAATry it →401(k) MaximizerTry it →College vs. RetirementTry it →Pension vs. Lump SumTry it →Inflation ImpactTry it →Tax Bracket ExplorerTry it →Debt vs. InvestTry it →Life ExpectancyTry it →Save Now vs. LaterTry it →Withdrawal LongevityTry it →Savings GrowthTry it →Retirement ReadinessTry it →Annuity Tax AnalysisTry it →Gold Price ProjectionTry it →Silver Price ProjectionTry it →
Plus 8 federal-employee calculators (FERS, TSP, FEHB).
How it works
Three steps. Two minutes.
1
Sign up and brand
Upload your logo, add your headshot, pick your colors.
2
Publish calculators
Pick which of the 28 to publish. Toggle lead capture on or off.
3
Share and capture
Embed on your site or share a landing page. Leads flow in with their data.
Questions
Frequently asked.
Do I need a website to use the calculators?expand_more
No. Every calculator gets its own branded landing page. Share the link on social, in email, or in ads. If you do have a site, paste one iframe tag. Works with WordPress, Wix, Squarespace, anything.
Will prospects see the AdvisorCal brand?expand_more
No. Every page shows your logo, your colors, your name, your headshot. AdvisorCal is never visible to your clients.
Are the calculators compliant?expand_more
Yes. Every calculator uses hedged language. Every page includes a disclaimer. You can add custom disclosures globally or per calculator.
How current is the data?expand_more
Every calculator uses the latest IRS, SSA, and CMS tables. We update them annually when the new figures come out.
What do I get when a lead comes in?expand_more
First name, last name, email, phone, the calculator they used, every input they entered, and their results. Plus an instant email alert. All leads sit in your dashboard.
Can prospects use the calculator without giving info?expand_more
That is up to you. You can toggle lead capture on or off for each calculator. With it on, they fill in details to unlock results. With it off, results show right away.
Is there a cap on leads?expand_more
No. No per-lead fees. No caps. Unlimited leads across every calculator, landing page, and embed. Flat price.
How do I add a calculator to my site?expand_more
Copy and paste one iframe tag from your dashboard. No plugins, no scripts. Works on every platform.
Is lead data secure?expand_more
Yes. Everything moves over HTTPS and sits in an encrypted database. Only you can see your leads. We never share or sell the data.
Your calculators. Your brand. Your leads.
28 financial tools. Live in minutes. No code.