Media
5 items
Description
Seven personal-finance calculators for advisors: MER fees, compound interest, mortgage, car loan, RRSP/TFSA, retirement, debt. AdvisorSuite Financial — 7 Calculators for Financial Advisors AdvisorSuite Financial brings seven of the most commonly requested client-facing calculators together in one free-to-use suite: MER Fee Impact — Shows clients exactly how much fund fees erode long-term returns, with a side-by-side chart comparing growth with and without fees. Compound Interest — Illustrates how contributions and time compound, ideal for savings and investment conversations. Mortgage Calculator — Estimates monthly payments, amortization, and total interest paid. Car Loan Calculator — Quick payment and total-cost breakdowns for auto financing conversations. RRSP/TFSA Room Calculator — Helps Canadian clients understand available contribution room and tax implications. Retirement Calculator — Projects retirement savings growth based on contributions, timeline, and expected returns. Debt Payoff Calculator — Shows payoff timelines and interest savings across different repayment strategies. How it works: All seven calculators are fully functional for free — use them with clients right away, no signup or payment required. Every result is clearly presented with charts and key figures, marked "Powered by AdvisorSuite Financial." Go white-label: A one-time payment (no subscription, no renewal) removes all AdvisorSuite branding and unlocks full white-label customization — add your firm's logo and brand colors so every calculation looks like it came straight from your own tools. Built for advisors: Whether you're a solo advisor or part of a larger firm, AdvisorSuite Financial is designed to slot directly into client meetings — clear visuals, straightforward inputs, and results that are easy to explain. Currency support includes CAD, with calculators built for both US and Canadian financial contexts.