Turn your website into a lead generation machine

No. Every calculator comes with its own branded landing page that you can share as a standalone link — on social media, in emails, or in ads. If you do have a website, you can also embed any calculator with a single iframe tag. Works with WordPress, Wix, Squarespace, or any site builder.

No. Every page displays your logo, your colors, your company name, and your headshot. Your clients and prospects will only see your brand — AdvisorCal is never visible to them.

The 28 calculators are client-facing tools you embed on your website to capture leads. The 14 advisor tools are internal analysis tools you run during client meetings — Roth conversion analysis, tax projections, inherited IRA modeling, legacy planning, and more. They generate multi-page branded PDF reports with executive summaries, year-by-year projections, charts, and compliance disclaimers. Every report saves to the client’s profile and can be downloaded or re-run anytime.

Your subscription includes all 14 advisor tools: Roth Conversion Pro (conversion analysis with IRMAA alerts), Tax Burden Analysis, Tax Projection Advisor, Backdoor Roth Advisor, Annuity Income Analyzer (brokerage vs. annuity comparison), QCD Optimizer, NUA Strategy Advisor, Legacy Optimizer (IRA legacy planning), Inherited IRA Optimizer (SECURE Act 10-year rule), FERS Pension Estimator, TSP Withdrawal Planner, FEHB & Medicare Coordination, and Federal Benefits Gap Analysis. The calculators are for your clients and prospects; the advisor tools are for you and your firm. Each tool generates detailed results with charts and branded PDF reports.

All tools use hedged language like “estimate” and “may” — never promissory language. You can set custom compliance disclaimers globally, per calculator, and per advisor tool. Disclaimers appear on every PDF report. The tools provide educational estimates, not financial advice.

All calculators and advisor tools use the latest IRS tax brackets, SSA benefit tables, CMS Medicare/IRMAA thresholds, and contribution limits. Data is updated when new figures are released so your clients always get accurate results.

You get their first name, last name, email, phone number, the name of the calculator they used, every input they entered (like retirement balance, income, tax bracket), and their calculated results. Both you and the client receive an email with a branded PDF report attached — your logo, their results, and a scheduling CTA. All leads are stored in your dashboard where you can track and manage them.

Yes. The advisor tools include a built-in client management system. You can save reports to client profiles, view report history, search by client or date, and delete reports or clients when needed. Team members can be invited with role-based permissions (owner, advisor, staff).

Each advisor tool report is a multi-page branded PDF with your firm’s name, logo, and colors. It includes an executive summary, highlighted key results, a full assumptions and inputs table, year-by-year projection tables, embedded charts, and your compliance disclaimer. Reports can be downloaded anytime from the client’s profile or the report viewer.

That’s up to you. You can toggle lead capture on or off for each calculator. With it on, prospects fill out the calculator and enter their info to unlock results. With it off, they can see results immediately — useful if you want to offer a free tool without a gate.

When your trial ends, you can subscribe for $19.99/month (or $199.90/year for annual billing). No credit card is required during the trial — you only enter payment info when you’re ready. You can cancel anytime from your dashboard — no contracts, no cancellation fees.

No. There are no per-lead fees, no per-report fees, and no caps. You get unlimited leads across all 28 calculators, unlimited advisor tool reports, and unlimited PDF downloads. The plan is flat-rate — your cost stays the same whether you capture 5 leads or 5,000.

Copy and paste a single iframe embed code from your dashboard — that’s it. No plugins to install, no JavaScript files to manage. The embed works on any platform: WordPress, Wix, Squarespace, Webflow, or a custom HTML site. The calculator automatically resizes to fit your page.

Yes. All data is transmitted over HTTPS and stored in a secure, encrypted database. Lead and client data is only accessible through your authenticated dashboard — no one else can see your data. We never share, sell, or use your data for any purpose.