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Pricing that fits how you use FinCalc.

Banks, credit unions, insurers, and advisory firms choose a plan for branded calculators and lead tools. Developers and publishers choose an API plan to build their own experiences.

Pilot institutions receive launch pricing. Book a preview to talk about joining the pilot.

Plans

Calculators

For institutions starting with calculators on product pages

Branded calculators with next-step buttons that send members to your own forms.

  • Choose calculator families
  • Branding, disclosures, and languages
  • Next-step buttons and click reporting
Contact us Book a preview

Enterprise

For larger institutions and multi-brand organizations

Everything in Calculators + Leads, with attribution to funded loans.

  • All calculator families
  • Closed-loop attribution
  • Multiple brands and dedicated review support
Contact us Talk to us

Compare plans.

FeatureCalculatorsCalculators + LeadsEnterprise
Calculators
Calculator familiesChoose familiesChoose familiesAll
Branding, layout, and wording✓Included✓Included✓Included
Your disclosures in each language✓Included✓Included✓Included
English and Spanish✓Included✓Included✓Included
Additional languagesOn requestOn requestOn request
PDF and emailed results✓Included✓Included✓Included
Rates by console or API✓Included✓Included✓Included
Publish review and approved versions✓Included✓Included✓Included
Your own domain✓Included✓Included✓Included
Next steps and leads
Conditional next-step buttons✓Included✓Included✓Included
Click reporting by placement✓Included✓Included✓Included
Lead capture with consent records–Not included✓Included✓Included
Routing to named officers–Not included✓Included✓Included
Appointment requests–Not included✓Included✓Included
Lead scoring with reasons–Not included✓Included✓Included
A/B testing lead capture–Not included✓Included✓Included
Closed-loop attribution–Not included–Not included✓Included
Integrations and administration
Signed webhooks–Not included✓Included✓Included
Salesforce, HubSpot, Dynamics 365, Total Expert–Not included✓Included✓Included
Single sign-on for staff✓Included✓Included✓Included
Audit log✓Included✓Included✓Included
Multiple brands or charters–Not included–Not included✓Included
Security review supportPackage under NDAPackage under NDADedicated support

Pricing questions.

Why isn’t institution pricing listed?

Pricing depends on the calculators you choose and the lead tools you need. We’ll give you a clear quote after a preview.

Is there special pricing for pilot institutions?

Yes. Institutions that join before launch receive launch pricing.

We’re a CalcXML client. How does pricing change?

Your current pricing holds for one year for comparable service, and you get six months of Calculators + Leads at no additional cost. See the full offer for CalcXML clients.

Can we change plans later?

Yes. You can add lead tools or more calculator families as your needs grow.

Does “Powered by FinCalc” appear on our calculators?

Standard plans include a small “Powered by FinCalc” credit. A white-label option removes it for an additional fee.

Can we use both hosted calculators and the API?

Yes. Many teams embed hosted calculators on their website and use the API inside their own apps. Talk to us about combining plans.

Not sure which plan fits?

Tell us which calculators you want and how you follow up on leads, and we’ll quote it.

Book a preview