How CalcStudio works
Pick a calculator, put your name on it, and use it wherever you talk to clients. Here is how advisers use them, and how one gets onto your website.
Three ways to use a calculator
On your website
The calculator sits on your own page in your logo and colours. Visitors work through their numbers there, so the conversation starts with you rather than a bank.
Direct to clients
Email or text a client the link to the calculator on your page. They arrive at the meeting with their own figures, or go back over what you discussed afterwards.
QR and referral partners
Put a QR code for your calculator page on a flyer, a sign or a business card, or ask a real estate agent or accountant to link to it. Every scan and click lands on your website.
See one in action
The Offset Mortgage Calculator, start to finish in 1 min 19 sec: what an offset account does, what you enter for a client, and how to read the result together.
Try itGetting one onto your website
- Step 1
Create a free account
It takes a minute, and there is no card to enter.
- Step 2
Add your branding
Your logo, colours, business details and disclaimer.
- Step 3
Approve your website
The calculator runs only on the websites you list.
- Step 4
Paste one line of code
Into the page where you want the calculator. It sizes itself to fit.
Done-for-you installation
Rather not touch your website? Our team will install the calculator for you, or work directly with your developer until it is live.
See them working first
Every calculator is open to try, with no account needed.