Calculators allow you to quickly "run the numbers" for your clients on a variety of topics. Each calculator provides both a graph and a table with the results. Follow the steps below to make the most of this tool.
Step 1: Select Calculator from the purple banner
Browse the list of available calculators.
Choose the one that fits your client's needs (e.g., retirement planning, loan amortization, savings growth).
Step 2: Enter Client Information
Notice that all input fields come with default values already filled in.
Review these values to understand the calculation example.
Adjust any field as needed to reflect your client’s actual information (such as age, contribution amounts, interest rates, loan terms, etc.).
Double-check entries for accuracy to ensure reliable results.
Step 3: Run the Calculator
Click the Calculate button.
Wait a moment as the tool processes the information.
Step 4: Review the Results
View the Graph Output to visualize trends and projections.
Examine the Table Output for detailed figures and yearly (or monthly) breakdowns.
Each calculator includes an applicable FINRA letter to ensure regulatory compliance. Reference the corresponding FINRA letter for documentation or compliance purposes as needed.
Email Calculator Results
Users can now email calculator results directly to contacts, prospects, or clients from within the platform.
Key Benefits
• Share calculator outputs more easily
• Support client and prospect follow-up
• Streamline advisor communication
Note
Calculator result emails continue to follow the standard Compliance workflow before being sent.
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