Financial Tool Builder
Tailor financial tools to match your brand and goals.
Personalize every calculator across your portal to drive engagement and action. Easily adjust language, visuals, and next steps to align with your audience's needs—no coding required.
MAKE IT YOUR OWN
Customize tool names to fit your audience
Rename any calculator to reflect your users’ real-life goals. Turn “Emergency Fund Calculator” into “Rainy Day Readiness” or “Credit Utilization” into “Can You Afford That Car?”—all with just a few clicks.
ADD CTAS THAT CONVERT
Guide users to next steps
Insert custom call-to-action blocks before or after each tool. Point users to your scheduler, sign-up form, lead magnet, or any external resource with flexible button text and URLs.
CONTROL EVERY MESSAGE
Customize headlines and help text
Highlight the purpose of each tool with your own headline, subhead, and supporting language. Speak directly to your audience in a voice they recognize.
AUTOMATE NEXT STEPS
Set result-based actions
Define what happens after someone gets their result—whether it's triggering a file download, opening your booking page, or sending them to more content.
