TOOLS AND WIDGETS FOR FINANCIAL ADVICE AND GUIDANCE

Give your customers an improved experience and help them make better financial decisions with configurable tools and widgets.

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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.

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What is a Tool?

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.

What is a Widget?

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.

INVESTOR RISK SUITABILITY

Risk profiler

This easy-to-use risk profiler tool lets you understand a client's risk tolerance using either pre-set or bespoke questions.

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Direct-to-Consumer Risk Profiler

Give your consumers a bespoke experience when it comes to measuring their risk capacity: either start with their targets or with their risk profile.

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Retirement Planning

3-in-1

With 3-in-1, your consumers can see their retirement choices side by side. They can easily compare the information to make better decisions.

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Retirement Planner

Use Retirement Planner with your customers to alter their retirement options and targets, and help them stay on track for retirement goals.

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Pensions Freedom Planner (PFP)

Give your consumers detailed guidance for their retirement options. PFP is a comprehensive review of their pension and helps them take action.

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Flexible Retirement Options (FRO)

This helpful tool lets consumers compare and understand their options if they're considering transferring out of a final salary scheme.

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Sustainable income drawdown calculator

Show how long your customer’s money could last in retirement, based on age, savings and required income.

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Emergency tax calculator

See how much tax might be deducted from pension withdrawals under the emergency tax rate.

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salary exchange calculator

Show the benefits and tax relief of saving into a workplace pension scheme.

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Annual allowance calculator with contribution

Calculate the tapered annual allowance for individuals with high income and the tax implications of exceeding it.

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Budget planner

Help customers work out what retirement income they might need, based on spending in essential, desirable and luxury categories.

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Retirement income optimiser

Give your customers a tax efficient breakdown of withdrawals from their savings, investments and pensions to maximise their income in retirement.

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Investment forecasting

ISA Forecaster

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.

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Investment planner

Use Investment Planner to show your customers their investment risk, displaying how investments with a particular risk profile perform compared to cash.

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Cash comparison

Show your customers the difference in returns between putting money into an investment fund and saving into cash.

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Complex investment widgeet

Show your customers how their investments might perform over a selected time period, with low, mid and high returns.

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Investment backsolver

Work out how much your customer needs to invest if they want to make a certain amount in a certain timeframe.

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INVESTMENT RISK PROFILING

Fund picker

Use Fund Picker to help your customers build a portfolio suitable for a risk profile and term. It ensures compliance while delivering great service.

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Portfolio analyser

Portfolio Analyser lets you optimise portfolios by quickly identifying how to invest to get the best possible return, depending on risk profile.

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Funds Risk Assessor

Manage ongoing portfolios and make sure they're always suitable for their designated risk profile with Funds Risk Assessor.

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Cash flow Planning

Lifetime cashflow planner

Manage multiple goals over the lifetime of your customer and make sure they stay on track.

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Protection planner

Have quick and easy conversations with your customers about life cover with our Protection Planner tool.

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OTHER

Portfolio optimisation comparison

Show your customers the comparison between their current investment portfolio and an optimised portfolio.

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IHT Forecaster

Help your customers reduce their potential inheritance tax liability with planning methods like gifts and loan trusts.

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