Build financial planning tools that win client trust.
No coding required.
Create retirement calculators, investment analyzers and financial planning tools that demonstrate your expertise. Build professional client presentations that work on any device.
Start your 30-day free trial
Go from idea to professional tool in minutes.
Reduce development costs by more than 70%.
Build financial planning tools in 4 easy steps:
Start with your financial calculation.
No tech skills needed. If you understand financial calculations, you can build professional tools.
Drag and drop blocks.
Build retirement calculators, investment tools and loan analyzers using drag-and-drop simplicity.
Preview your app.
Test your calculator with real client scenarios and publish instantly. Works on all devices, online and offline.
Share your app.
Share with clients privately or embed on your website. Professional tools that enhance client relationships.
No account required
Turn prospects into engaged clients.
Attract serious prospects with professional financial tools. Embed retirement calculators and investment analyzers to demonstrate your expertise and value.
Build deeper client relationships.
Stand out from other advisors with professional planning tools. Show clients retirement projections, investment scenarios and financial strategies in real time during meetings.
Maintain client confidentiality.
Financial tools are private by default, visible only to you. Share with specific clients or make public for lead generation. Perfect for confidential financial planning sessions.
Integrate with your existing financial software.
Connect calculators with your CRM, portfolio management and client communication systems through Zapier. Automatically capture client data and follow up with prospects who use your tools.
"Calcapp provides amazing support—no other product compares"
Calcapp is simple enough for anyone to use and they provide amazing support—no other product compares. We quickly managed to bring our ROI marketing campaign to life with Calcapp. Using an outside developer would have cost $6,000.
Our business provides invoice and tax remittance services for the self-employed and I needed a calculator for our website. Outside developers asked for $4,000. As an experienced Excel user, I was able to easily create the app myself. I recommend Calcapp to anyone looking to create calculators.
Start building your first financial tool in minutes.
Whether you're just starting out or have an established practice, we have you covered.
Starter
Perfect for individual advisors and small firms.
Business
Best value for growing advisory practices.
White Label
Full-featured plan for established firms.
FAQ
Email us or use the chat widget if you have any other questions.
Yes. When you create an account, a 30-day free trial period is started. You have unlimited access to Calcapp during this period. To ensure that your shared apps continue working after the trial period, be sure to sign up for a paid plan before the trial's end date.
Yes. Our Free plan allows unlimited access to Calcapp Creator, our app designer, and Calcapp Connect, which allows app creators to run their own apps. As such, personal apps can be run on the Free plan. However, in order for others to run your apps, you need a paid plan.
If you go over the plan limits and you're on a paid plan, your app will continue working normally. We will, however, reach out and ask you to upgrade to a more capable plan. Apps on the Free plan stop working when you hit the plan limits and only resume working once a new month rolls around.
A public app is accessible to anyone with a link to it — use a private apps instead if the app contains sensitive information. With public apps, you pay per app.
Private apps require your users to sign in before gaining access to your app. They all share the same private plan. With private apps, you pay per user and can use an unlimited number of apps.
Embedded apps are meant to be part of your website and cannot run as standalone apps. They all share the same embedded plan. The number of apps that can be put on the same plan varies depending on what plan you choose. Private and public apps can also be embedded, but the embedded plan is more cost-effective for sites with many apps.
We offer a 50% discount on all Calcapp plans to mission-driven organizations that operate with limited budgets and rely primarily on donations, grants, or similar funding. Large institutions with substantial budgets—such as universities, hospitals, and government-funded research organizations—are generally not eligible, even if they are legally non-profit. Please contact us to apply for the discount.
Create your first financial calculator.
Without any tech skills.
No email or credit card required