Our tools let you plan, project and manage your customers' finances. They turn complex calculations into easy-to-understand answers. Off-the-shelf or tailored to your specific needs our tools are available in both adviser and customer versions.See all of our tools
Widgets are small tools focused on specific areas of financial planning. Easily integrated into your existing websites and applications, they quickly add functionality. Each widget combines our APIs and web components, configured to your brand.See all of our widgets
This easy-to-use risk profiler tool lets you understand a client's risk tolerance using either pre-set or bespoke questions.
With 3-in-1, your consumers can see their retirement choices side by side. They can easily compare the information to make better decisions.
Use Retirement Planner with your customers to alter their retirement options and targets, and help them stay on track for retirement goals.
Give your consumers detailed guidance for their retirement options. PFP is a comprehensive review of their pension and helps them take action.
This helpful tool lets consumers compare and understand their options if they're considering transferring out of a final salary scheme.
Show how long your customer’s money could last in retirement, based on age, savings and required income.
See how much tax might be deducted from pension withdrawals under the emergency tax rate.
Show the benefits and tax relief of saving into a workplace pension scheme.
Calculate the tapered annual allowance for individuals with high income and the tax implications of exceeding it.
Help customers work out what retirement income they might need, based on spending in essential, desirable and luxury categories.
This simple tool lets you display forecasts of a stocks and shares ISA and how it may perform over time, and compares this to a cash ISA.
Use Investment Planner to show your customers their investment risk, displaying how investments with a particular risk profile perform compared to cash.
Show your customers the difference in returns between putting money into an investment fund and saving into cash.
Show your customers how their investments might perform over a selected time period, with low, mid and high returns.
Use Fund Picker to help your customers build a portfolio suitable for a risk profile and term. It ensures compliance while delivering great service.
Portfolio Analyser lets you optimise portfolios by quickly identifying how to invest to get the best possible return, depending on risk profile.