Show the outcome
Present the most important results clearly instead of asking clients to interpret a spreadsheet.
Why CalcFoundry?
Better financial conversations start with better tools
Use professional calculators to explain options clearly, compare scenarios and help clients understand the numbers behind important financial decisions.
Use CalcFoundry during a meeting, share a calculator by link, add it to your website or turn the result into a professional branded report.
- No spreadsheets to rebuild
- No calculator software to maintain
- No complicated setup
One calculator
Four ways to put it to work
- Adviser workspaceRun the numbers live in a client meeting.
- Share linkSend it by email, SMS or social media.
- Website embedDrop it into your existing website.
- Report modeTurn the result into a branded summary.
Clarity, not spreadsheets
Make complex numbers easier to understand
Financial decisions often involve rates, repayments, fees, loan terms and changing assumptions. Explaining everything verbally can leave clients uncertain about what the numbers mean. CalcFoundry turns those inputs into clear results, comparisons and visual summaries that are easier to discuss.
Compare different scenarios
Change rates, repayments, loan structures or contribution amounts and compare the effect.
Explain the assumptions
Show the information used in the calculation so clients understand where the result came from.
Create a useful next step
Use the result to continue the conversation, prepare a follow-up or invite the client to speak with an adviser.
Four ways to work
One calculator. Multiple ways to use it.
You should not need a website project before you can benefit from better calculators.
Adviser workspace
Use it in client meetings
Open a calculator inside your workspace and complete it while speaking with a client or prospect.
Useful for
- Mortgage reviews
- Refinance discussions
- Offset comparisons
- Debt consolidation illustrations
- First-home planning
- KiwiSaver conversations
- Investment property scenarios
Share link
Send a branded calculator link
Your client completes the calculator in their own time and submits their details when they are ready to continue.
Share it by
- SMS
- Social media
Website embed
Add it to your website
Embed a calculator into your existing website without rebuilding the calculation system yourself.
Add your
- Logo
- Business colours
- Contact details
- Call to action
- Disclaimer
Report mode
Create a professional report
Turn the inputs, assumptions and calculated results into a branded summary you can send or file.
Use it in
- Follow-up emails
- Meetings
- Proposals
- Client records
Build or subscribe
Why not build your own calculator?
A financial calculator is more than a formula and a few input fields. Building one internally can involve:
- User-interface design
- Formula implementation
- Input validation
- Mobile optimisation
- Testing against known examples
- Accessibility
- Report generation
- Website integration
- Hosting and security
- Ongoing fixes and updates
CalcFoundry gives you a maintained platform so your team can focus on using the calculator rather than operating the software behind it.
Build internally
Requires development time, testing, hosting, maintenance and future updates.
Use a generic calculator
May not match your brand, workflow or client experience.
Use CalcFoundry
Choose the tools you need, apply your branding and start using them across meetings, shared links and your website.
Built around your workflow
Designed for advisers, not just website visitors
Many calculator products assume the user will arrive through a public website. That does not reflect how advisers actually work.
CalcFoundry supports the full conversation, from the first meeting through to the next annual review.
- 1
Open a calculator during a meeting.
- 2
Add the client's information when appropriate.
- 3
Test one or more scenarios.
- 4
Compare the results.
- 5
Save the calculation.
- 6
Generate a branded summary.
- 7
Return to the scenario during a later review.
End to end
Turn calculations into clearer client experiences
- Step 1
Before a meeting
Prepare an example scenario or send the client a calculator link.
- Step 2
During a meeting
Adjust the inputs and explore alternatives together.
- Step 3
After a meeting
Send a branded result summary with the assumptions, important notes and your contact details.
- Step 4
At the next review
Reopen the calculation, duplicate the scenario and update the figures instead of starting again.
Standards
Built for professional use
Consistent calculations
Use structured calculators rather than rebuilding formulas across different spreadsheets or documents.
Clear assumptions
Show the values and assumptions used to produce the result.
Professional presentation
Present results through clear summaries, charts and branded reports.
Mobile-friendly experience
Allow advisers and clients to use calculators across desktop, tablet and mobile.
Controlled branding
Manage your logo, colours, business details, disclaimer and calls to action from one place.
Protected calculation logic
Adjust approved assumptions and presentation settings without changing the protected calculation formulas.
Start with the calculator you need
You do not need to introduce an entire calculator library at once. Choose a calculator for a specific client conversation, use a professional bundle or access the complete live library.
Browse calculatorsSee what each calculator explains, try the interactive demo and choose the tools that fit your business.
Spend less time building tools.
Spend more time using them.
Give clients a clearer way to understand financial scenarios while keeping the experience connected to your business.
Use CalcFoundry in your workspace, share it by link or add it to your website.