Product Update: Interactive Client Calculators

Why this matters

Clients want to feel in control of their financial future. Advisors want clients to see the impact of saving, investing, or adjusting contributions in real time.

With our new calculators, you can give clients the tools they expect, while keeping your advice at the center.

What’s included

• Retirement Planning Calculator
  Clients can test different contribution levels, retirement ages, and growth rates and instantly see if they’re on track.

• Education & Savings Calculator
  Show clients how much they need to save each month to meet future costs like university fees or a property deposit.

• Advisor Insights
  You see the same projections your clients do, so you can guide conversations with data-driven advice.

Benefits for your firm

• More engaging conversations: Clients can explore scenarios themselves, then come to you with meaningful questions.

• Advisor credibility: You provide modern tools that position you as forward-thinking.

• Deeper trust: Transparency helps clients feel informed and confident.

Available now

The new calculators are now live within the client app and advisor dashboard. Simply log in to start using them.