Join the top bank’s and credit unions making the switch. Simply pick the plan that’s right for you, select the calculators you need, and start your no risk 30-day free trial.
“Amazing calculators!”
Jennifer W, The Retirement Path
Are you an agency or potential partner with several clients interested? Learn more about our agency and partner pricing.
All payments are made via credit card for the Starter and Growth plans. For Enterprise accounts, we can issue an annual invoice with payment via PO and/or ACH, wire, or check. Please contact us for more information.
The biggest difference is the level of customization you have over the calculators. All accounts come with real time analytics.
The Starter plan is meant for someone who needs a calculator as a tool. The Growth plan is geared towards lead generation and allows you to match the calculators to your brand by matching your brand colors, adding your logo, add custom CTA buttons.
Yes, you can see the full details on accessibility and compliance here.
Each calculator on your account has its own unique embed code. It’s a one line javascript snippet, and when you paste that into the code on your webpage, the calculator will appear. This PDF has the full details on how to embed.
Yes, this page has the full details on security.
Yes! It’s very easy to update calculator settings, and any changes you make to your calculators will automatically be applied, even if the calculator has already been added to your site.
Yes, here is the link to the EULA.
Yes, we offer custom statements of works as part of our Enterprise package, as well as other required documents and collateral required for the vendor management process. Please contact us and we’ll get started.
You can add as many seats (users) to your account as you need. Pricing is not dependent on the number of users. We believe the more people you have using this, the more valuable it will be to your team and organization.