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WebCalcs® Software for Advisors

The Easy Way to do Financial Planning - Since 1994!

For Financial Advisors and Insurance Agents: WebCalcs® for Advisors lets you login and create professional looking financial plans on a variety of topics for one low price. Instead of finding a separate desktop app or online calculator for various calculations, login in one place, enter basic data and print a professional branded report in less than 10 minutes.

Time-Tested at Major Financial Institutions including: AXA-Equitable, Pacific Life, JANUS Mutual Funds, Sentry Insurance, TIAA-CREF, Raymond James, and The Hartford.

NOW AVAILABLE FOR INDIVIDUAL ADVISORS AND AGENTS!

You can login to WebCalcs for Advisors and quickly create professional-looking reports for your clients for a variety of financial calculations. For one low price you can access all of these systems in one location. They are time-tested, accurate, and can give you a valuable resource for adding value to your client relationships.

Here is a quick summary list of the financial calculators included right now:

Roth Conversion

72t/q Pre-59½ Distributions - Substantially Equal Periodic Payments

Required Minimum Distributions - Owner Only

Required Minimum Distributions - Owner and Spousal Rollover

Qualified Stretch Distributions - Owner, Spouse and Contingent Beneficiaries

Non-Qualified Stretch Distributions - Owner, Spouse and Contingent Beneficiaries

Retirement Savings - Future Value

Paycheck Analyzer

Risk Tolerance Profile

Cost of Waiting

College Savings - Basic (one child)

College Savings with College Costs Database

and many more!

As we add new calculators to the system, the cost to you stays the SAME! So over time, you are getting more and more value for your investment.

 

 

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Main Benefits:

Easy-to-Use

Save Time

Save Money - Lower Cost

No Install Required

No Downloads Needed

No Major Training Needed

Always Up-to-Date

Web-Based Software

Used by Fortune 500 Companies

Time-tested Accuracy

Reviewed by Numerous Financial Pros