Do I need a website to use AdvisorCal?

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.

Will my clients see the AdvisorCal brand anywhere?

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.

What are the advisor tools and how are they different from the calculators?

The 28 calculators are client-facing tools you embed on your website to capture leads. The 16 advisor planning tools are tax-aware analysis tools you run during client meetings. Roth conversion analysis, tax projections, inherited IRA modeling, legacy planning, and more. Each one generates two deliverables: a multi-page branded PDF report for the meeting AND a persistent household page online that the client can revisit between meetings.

Which advisor tools are included?

Your subscription includes all 16 advisor planning tools: Roth Conversion Pro, Tax Burden Analysis, Tax Projection Advisor, Tax Analyzer, Tax-Efficient Withdrawals, Backdoor Roth Advisor, Annuity Income Analyzer, QCD Optimizer, NUA Strategy Advisor, Legacy Optimizer, Inherited IRA Optimizer, Housing Decision, FERS Pension Estimator, TSP Withdrawal Planner, FEHB & Medicare Coordination, and Federal Benefits Gap Analysis. Each tool generates detailed results with charts and branded PDF reports.

Are the calculators and advisor tools compliant?

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.

How current is the data in the calculators?

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.

What exactly do I get when a lead comes in?

You get their first name, last name, email, phone number, the name of the calculator they used, every input they entered, and their calculated results. Both you and the client receive an email with a branded PDF report attached. All leads are stored in your dashboard where you can track and manage them.

Can I manage clients and reports within AdvisorCal?

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 manage team members with role-based permissions.

What do the advisor tool PDF reports include?

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.

Can prospects use the calculator without entering their info?

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.

Is there a limit on leads or reports?

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.

How do I add a calculator to my existing website?

Copy and paste a single iframe embed code from your dashboard. No plugins to install, no JavaScript files to manage. Works on WordPress, Wix, Squarespace, Webflow, or any HTML site. The calculator automatically resizes to fit your page.

Is lead and client data secure?

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. We never share, sell, or use your data for any purpose.

Embedding & Setup

Can you embed a retirement calculator on a WordPress advisor website?

By Isaiah Grant, Founder, AdvisorCal · April 15, 2026

The short answerYes. Any WordPress site (on WordPress.com Business plan or self-hosted WordPress.org) can embed a retirement calculator by pasting an iframe snippet into a Custom HTML block. Setup takes under five minutes. The calculator lives on the vendor's servers, so it does not slow your site and stays updated automatically with current tax and Social Security data.

Can you embed a retirement calculator on a WordPress advisor website?

TL;DR. Yes. Any WordPress site (on WordPress.com Business plan or self-hosted WordPress.org) can embed a retirement calculator by pasting an iframe snippet into a Custom HTML block. Setup takes under five minutes. The calculator lives on the vendor's servers, so it does not slow your site and stays updated automatically with current tax and Social Security data.

The three-step version

Get the iframe embed code from your calculator vendor. For an AdvisorCal calculator, it looks like <iframe src="https://advisorcal.com/embed/retirement/your-firm-slug" width="100%" height="900" frameborder="0"></iframe>. Width set to 100% lets the calculator stretch to the column; height is tuned to the specific calculator.
Open the WordPress page or post where the calculator should appear. Add a new block and select Custom HTML.
Paste the iframe code into the block and publish. The calculator appears exactly where the block sits in the page.

That is the whole flow for WordPress.org (self-hosted) and WordPress.com Business and Commerce plans. The free WordPress.com and Personal plans block Custom HTML blocks; you will need to upgrade, use a plugin that allows iframes, or switch to self-hosted.

Why the iframe model is the right pattern here

An iframe keeps the calculator's code, financial data, and PDF-generation logic on the vendor's side. Three consequences matter for an advisor site.

First, your site stays fast. Calculators that handle tax brackets, Social Security claiming, Monte Carlo projections, or Roth conversion math require JavaScript and data that would otherwise add page weight. With an iframe, your page loads your content; the calculator loads in parallel inside the frame.

Second, updates are free. When the IRS publishes new brackets, when SECURE 2.0 moves the RMD age, when CMS adjusts Medicare Part B premiums, the calculator refreshes on the vendor's side. You do not have to republish.

Third, responsive design travels. Modern calculator suites are built mobile-first, and the iframe inherits the container width. On an advisor site where 50%+ of traffic is mobile, that is not optional.

This is the same iframe snippet running on this page.

See a live calculator embed

This is the same calculator AdvisorCal subscribers embed on their own advisor websites. running live below. Enter your numbers to see results instantly.

This is the same iframe snippet running on this page.

Want this calculator on your own site with your branding? Start a 14-day free trial. no credit card required.

Key facts

Compatibility: iframes work on WordPress.org (self-hosted), WordPress.com Business and Commerce plans, Webflow, Squarespace, Wix, Ghost, and plain HTML sites. WordPress.com Free and Personal plans are the main exception.
Performance impact: a well-built iframe adds under 100 KB to initial page weight because the calculator loads asynchronously.
Mobile breakpoints: a good calculator reflows cleanly at 375px wide (iPhone SE) and up.
Lead capture: the embed form runs inside the iframe, so the lead is transmitted to the vendor, which then notifies the advisor by email and records the entry in the analytics dashboard.
Compliance disclosures: the calculator itself should include the firm's disclosures on the results screen; the page hosting the calculator should also carry a generic disclaimer.

Common follow-ups

Does the iframe hurt my SEO? Not meaningfully. Google indexes the page content around the iframe. The calculator page itself is typically indexed on the vendor's domain, not yours, so you are not competing with it for rankings.

Can the calculator match my brand colors? Yes, on any white-label vendor. You set the brand colors, logo, and compliance disclosures in your account; the iframe reflects them.

What if the calculator height cuts off content? Either raise the height attribute, or use a vendor that supports auto-resize via postMessage. AdvisorCal calculators support auto-resize by default.

Can I embed the calculator as a standalone landing page instead? Yes. Most suites generate a hosted landing page URL you can share in emails, ads, and QR codes — helpful for campaigns that do not need to live on your main site.

When this doesn't apply

If your firm's compliance policy forbids third-party scripts or iframes on advisor websites, you will need a self-hosted solution or a vendor that provides a static snippet. This is uncommon at the solo and small-team RIA level but shows up in wirehouse-adjacent compliance regimes.

Sources

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AdvisorCal provides software tools, not investment, tax, or legal advice. Consult a qualified professional for decisions specific to your client or personal situation.

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