Calculator suites for advisors — free to use, one-time payment to white-label. No subscriptions. Buy once, enter your license key in the WordPress plugin or Chrome extension, and the calculators carry your firm's logo and colors instead of ours — and you unlock saving, CSV export, and PDF download, which the free tier doesn't include.
Seven personal-finance calculators: MER fee impact, compound interest, mortgage, car loan, RRSP/TFSA room, retirement, debt payoff.
Free tier: download the WordPress plugin — all 7 calculators, no payment needed. Shows an AdvisorSuite badge; saving, CSV export, and PDF download are paid features.
1 advisor
2–10 advisors
11–50 advisors
Seven insurance calculators: life needs (DIME), disability needs, term vs. permanent, critical illness, cash value growth, long-term care, premium affordability.
Free tier: download the WordPress plugin — all 7 calculators, no payment needed. Shows an AdvisorSuite badge; saving, CSV export, and PDF download are paid features.
1 advisor
2–10 advisors
11–50 advisors
For illustrative purposes only. Not financial, insurance, investment, or tax advice.