Personal finance
Financial Tool Builder
Tailor financial tools to match your brand and goals. Personalize every calculator across your portal—language, visuals, and next steps—with no coding required. Rename any calculator to reflect real-life goals: turn “Emergency Fund Calculator” into “Rainy Day Readiness” or “Credit Utilization” into “Can You Afford That Car?” in just a few clicks.
Guide users to next steps.
Add CTAs that convert
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.
Customize headlines and help text.
Control every message
Highlight the purpose of each tool with your own headline, subhead, and supporting language. Speak directly to your audience in a voice they recognize.
Set result-based actions.
Automate next steps
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.
Questions
Have more questions?
We're happy to walk through your goals, compare options, and show how the platform fits your team. Book a short demo—no pressure, just answers.
Migration
Free Setup Service
Looking to switch platforms? Setting up something new? Our expert team will move your content, configure your brand and invite existing contacts to your membership site, for free.