<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=952729604936976&amp;ev=PageView&amp;noscript=1">

Tools and widgets to meet your every need

Our tools and widgets help you and your customers unravel the complexities of financial decision-making. You'll find a tool or widget for every need – whether that's understanding risk suitability, investigating retirement options or optimising portfolios.

What is a Tool?

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

What is a Widget?

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

Retirement Planning