Financial calculators

You can use financial calculators to provide advisory services, such as financial planning, loan advice, mortgage calculations, and payroll advice, to your clients.

When working in a financial calculator, you can do the following.

  • Reset: Click this button to clear all data that you entered.
  • Export to PDF: Click this button to export the information you enter in the calculator as a PDF file.

    Note: You must have Adobe Reader installed on your computer to view and print the PDFs. If you have difficulty opening a PDF, you might need to download and install the latest version of the Adobe Reader from the Adobe Reader download site.

Click a link below for details on working with one of our financial calculators.

Business

Mortgage

Other Investments

Other Loan

Personal Finance

Payroll

Retirement

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


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