Build better sites for banks and credit unions.
Web agencies, digital banking providers, and consultants partner with FinCalc to give their clients calculators that look native and show results in funded loans.
| Web agencies | Design and build financial institution websites |
|---|---|
| Platform providers | Digital banking, online account opening, and member portals |
| Consultants | Marketing, lending, and digital strategy advisors |
Why partners recommend FinCalc.
Calculators are on nearly every financial institution website. FinCalc makes them easier to deliver and easier to justify.
They match your designs
Branding, layout, and wording are configured in the console, so calculators fit the site you built instead of looking bolted on.
No custom calculator builds
Pick from the library and paste an embed code. Your team stays focused on the site, not on maintaining financial formulas.
Results clients can see
Next-step buttons, routed leads, and attribution to funded loans give clients evidence the website is working.
Easier procurement
Security materials, accessibility documentation, and no third-party calls from the page help your clients get through vendor review.
Accessibility covered
Calculators are designed to conform to WCAG 2.2 Level AA, supporting your clients’ accessibility commitments.
One engine behind everything
Platform partners can use the API inside their products and get the same results as the hosted calculators. For developers
Ways to partner.
Choose the level of involvement that fits your business. Many partners start with referrals.
Referral partner
For agencies and consultants
Introduce FinCalc to your clients. We handle the preview, contract, and setup.
- Referral fee for new institutions
- Co-branded preview for your client
- Updates on each referral’s status
Implementation partner
For agencies that build and manage client sites
Configure branding, placements, next steps, and routing for your clients.
- Everything in Referral
- Console access for client accounts you manage
- Partner training and priority support
Technology partner
For digital banking and platform providers
Build FinCalc calculators into your product through the API.
- Enterprise API access
- Integration support from our engineers
- Listing in our partner directory
How it works.
From application to your first client in four steps.
- Step 1
Apply
Tell us about your firm and the institutions you serve.
- Step 2
Get oriented
Walk through the console, the calculator library, and the lead tools.
- Step 3
Bring a client
We’ll set up a preview in your client’s brand, together.
- Step 4
Launch and grow
Publish calculators on your client’s site and track what they produce.
FinCalc launches in early 2027. Partners who join now can bring clients into our pilot program.
Partner questions.
Do we need developers to work with FinCalc?
Not for hosted calculators. Setup happens in the console, and calculators are added to a page with an embed code. Technology partners using the API will need development resources.
Who contracts with the institution?
The institution contracts with FinCalc directly, which keeps security reviews and data agreements simple for your client.
Can we offer FinCalc under our own brand?
Yes. Standard calculators include a small “Powered by FinCalc” credit. White-label arrangements remove it and can put FinCalc under your brand, for an additional fee. Tell us what you have in mind when you apply.
Our clients already use CalcXML. Does that count?
Yes. CalcXML clients get a free migration, a year of price protection, and six months of our lead tools, and partners who manage their sites can help them move. See the offer for CalcXML clients.
Is there a cost to become a partner?
No. There’s no fee to join the partner program.
Apply to partner.
Tell us about your firm and the institutions you work with. We’ll follow up to talk through the right program.