Retirement & investing calculators for advisers
Show prospects the gap between where they are and where they want to be — retirement, investing, debt and emergency savings — then invite them to talk.
CalcPane gives financial advisors ready-made, tested finance calculators to embed on any website with one line of code. Start free with a “Powered by CalcPane” link, or choose Pro ($9/month) to remove branding and add your colours, or Business ($29/month) for five sites and lead capture.
Start planning conversations
Retirement shortfalls explained in plain English create natural next steps.
Educational and transparent
Every calculator shows its formula and assumptions.
Lead capture built in
Business plan forms deliver prospect enquiries by email.
Your brand
No third-party branding on paid plans.
Live demo: Retirement Calculator
This is exactly what your visitors see. Paste one line of code to add it to your site.
Recommended calculators for financial advisors
Retirement Calculator
See if your savings will support the retirement income you want. Accounts for inflation…
Monthly Investment (SIP) Calculator
Free SIP / monthly investment calculator. See the future value of investing a fixed…
Compound Interest Calculator
Calculate how your money grows with compound interest and regular monthly deposits.…
Debt Snowball vs Avalanche Calculator
Compare the debt snowball and debt avalanche methods for up to 4 debts. See debt-free…
Emergency Fund Calculator
Calculate your emergency fund target from monthly essential expenses, and how long it…
Inflation Calculator
Calculate how inflation changes future prices and erodes the purchasing power of your…
Free to embed. White-label from $9/month.
Pro removes our branding and uses your colours. Business adds 5 websites and lead capture by email.
FAQs for financial advisors
Do the calculators give advice?
No. They provide educational estimates with a disclaimer, which suits adviser marketing.
Can prospects change assumptions?
Yes — return, inflation and withdrawal rate are all editable.
Which calculators convert best?
Retirement, compound interest and debt payoff tend to start the most conversations.
Can I use it in newsletters?
Link to your calculator page; iframes don't run inside most email clients.