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