Give Every Client a Personal Calculator
125+ free financial calculators to share with clients, embed on your website, or use live in meetings. No signup required for your clients — just instant, accurate answers.
Three Ways to Use CalcFi With Clients
From quick link shares to full website integrations — CalcFi fits how you already work.
Share Links
Every calculator has a direct URL. Paste it into an email, Slack, or text message. Clients open it instantly — no account, no app, no friction.
Embed on Your Site
One line of HTML embeds any calculator directly into your website. Attract new clients from search, keep visitors engaged, and demonstrate expertise.
White-Label
Your logo, your colors, your domain. Give clients a premium tool experience fully branded to your firm. Join the waitlist below.
Most-Used Calculators for Advisors
These are the calculators financial advisors share most with clients.
How Advisors Use CalcFi
Real workflows from real advisors.
Client Meetings
Pull up a live calculator during a meeting to model different scenarios in real time. Show clients exactly how changing a variable affects their outcome.
Client Emails
Paste a calculator link directly into emails or newsletters. Clients click and see their personalized numbers without needing an appointment.
Your Website
Embed calculators on your firm's website to attract prospects, demonstrate expertise, and capture leads from organic search traffic.
Social Media
Share calculator links on LinkedIn or Twitter to establish authority. "Here's a tool to see if you're on track for retirement" converts readers to prospects.
Why Advisors Choose CalcFi
What Advisors Are Saying
“I share the retirement calculator link in every onboarding email. Clients come to our first meeting already knowing their number — it saves 20 minutes and they're more engaged.”
“Embedded the mortgage calculator on my site last month. It now generates 3-4 new leads per week from people searching for mortgage tools.”
“My clients love having tools they can play with between our sessions. It keeps them engaged with their financial plan instead of filing my reports away.”
White-Label Calculators for Your Firm
Your branding, your domain, your colors. Give clients a premium experience under your firm's name. Join the waitlist and be first to know when it launches.
No spam. We'll only email you when white-label is ready.
Frequently Asked Questions
Do my clients need to create an account?
No. Every CalcFi calculator works instantly with zero sign-up, zero installation, and zero friction for your clients.
Is there a cost per client or usage limit?
Completely free. No per-user fees, no usage limits, no credit card required. We monetize through non-intrusive ads, not fees.
Can I embed calculators on my firm's website?
Yes! Every calculator has a one-click embed code generator at calcfi.app/embed. Drop the iframe into any page on your site.
Are the calculators accurate and compliant?
We use current IRS data, standard financial formulas, and clearly disclose when figures are estimates. We recommend advisors review outputs and include appropriate disclosures.
What's included in the white-label option?
White-label will include: your logo and colors, custom domain (calculators.yourfirm.com), removal of CalcFi branding, and priority support. Join the waitlist above.
Start using CalcFi with your clients today
No account needed. Pick a calculator and share the link.