Review mode: dashed outlines mark content that needs confirmation. Hover or focus for the note.

Built for anyone who helps people with money decisions.

The same verified engine runs behind a credit union’s mortgage calculator, an insurer’s coverage estimator, an advisor’s rollover projection, and a news site’s retirement tool. What changes is who the results are for, and what happens next.

Shared across every audience
The engineVerified against 30 years of production results
The library177 calculators across 15 families
The deliveryHosted and branded, or through our API
The standardsWCAG 2.2 AA, U.S. hosting, no third-party calls

Four ways institutions use FinCalc.

Pick the one closest to your business. The platform is the same; the vocabulary, the calculators, and the follow-up differ.

  • Banks and credit unions

    Banking and lending

    Mortgage, auto, and debt calculators on your product pages, with next steps, lead routing to named loan officers, appointment requests, and attribution to funded loans.

    Banking and lending
  • Life, annuity, and property insurers

    Insurance and annuities

    Coverage needs, annuity income, and retirement gap tools that turn a quiet estimate into a conversation with a licensed agent.

    Insurance and annuities
  • RIAs, broker-dealers, and wealth managers

    Advisors and wealth

    Rollover, retirement income, and investment growth calculators that show prospects the gap and book time with an advisor.

    Advisors and wealth
  • News, media, and software platforms

    Publishers and platforms

    Calculators as content or as an API inside your product, where a wrong number means a correction and accuracy is the whole job.

    Publishers and platforms

In good company.

Institutions across banking, insurance, wealth, and media have run our calculators for over 30 years.

Banking and lending

  • First Horizon Bank
  • America First Credit Union
  • Mountain America Credit Union

Insurance and annuities

  • New York Life
  • Manulife John Hancock Retirement
  • Pacific Life

Advisors and wealth

  • LPL Financial
  • BNY Pershing
  • RBC Wealth Management

Publishers and platforms

  • CNN Business
  • Centerfield

Not sure where you fit?

Tell us what your customers are trying to figure out, and we’ll show you the calculators and the follow-up that suit it.

Book a preview