Calculators for advisors
Client-facing calculators, built one profession at a time.
AdvisorSuite is a pair of calculator suites for advisors who sit down with clients and need to show the math, not just describe it. Fourteen calculators across two products. Start free with the Lite plugin on WordPress.org; Pro adds every calculator, your firm's branding on each result, PDF reports on your own letterhead, and saved client scenarios — one payment, no subscription.
How it works
No subscription, no account to create, and no client data leaves the advisor's browser — every calculation runs locally.
Start with Lite
Install the free Lite plugin from WordPress.org, or add the Chrome extension. Every calculator it includes is complete and unrestricted — no trial clock, no capped inputs, no key required, ever.
Use it with clients
Run the numbers live in a meeting, in the browser side panel, or embed a calculator directly on a page of your own website.
Upgrade to Pro
One payment, one key. You get the full set of calculators, saving and CSV export, PDF reports on your firm's letterhead, saved client scenarios, and your own logo and brand colors in place of ours.
Two suites, fourteen calculators
The suites are sold separately, so you only pay for the side of the business you actually practise in.
AdvisorSuite Financial
Seven personal-finance calculators for financial advisors.
- MER fee impact
- Compound interest
- Mortgage
- Car loan
- RRSP / TFSA contribution room
- Retirement projection
- Debt payoff
AdvisorSuite Insurance
Seven insurance calculators for insurance advisors.
- Life insurance needs (DIME)
- Disability needs
- Term vs. permanent
- Critical illness
- Cash value growth
- Long-term care
- Premium affordability
Lite vs. Pro
Lite is the free WordPress.org plugin: fewer calculators, but every one of them complete and unrestricted, forever. Pro is the paid download — the full suite, your branding, and the tools for turning a calculation into something you hand a client.
Lite
Free on WordPress.org — no payment, no key, no trial clock
- Financial: 5 calculators · Insurance: 4 calculators
- Every included calculator is complete and unrestricted
- Gutenberg block and shortcode
- Unlimited use with clients
- Contacts no external service, ever
- No saving, CSV export or PDF download
- No white-label branding
Pro
One-time payment, no subscription — downloaded from this site
- All 7 calculators in the suite
- Save, load and CSV export
- PDF reports on your firm's letterhead
- Saved client scenarios, by name, kept on your own site
- Your firm's logo and brand colors on every calculator
- AdvisorSuite badge removed
- Chrome extension white-label included
Pricing
One-time payment per suite. No subscriptions. Your license key is tied to the email you enter below and is shown immediately after payment.
AdvisorSuite Financial
Solo
1 advisor
Small team
2–10 advisors
Firm
11–50 advisors
AdvisorSuite Insurance
Solo
1 advisor
Small team
2–10 advisors
Firm
11–50 advisors
Contact
Questions about licensing, volume pricing for an agency or MGA, or something not working the way it should? Email us and a person will read it. Support hours are Monday to Friday, 9 a.m. – 5 p.m. Eastern, with a first response within 1 business day.
contact@getadvisorsuite.caOr submit a support request, or read the documentation for setup and troubleshooting.