Please wait...
Hey CabinetM this profile needs updating!

CalcXML

 
Salt Lake City, Utah, United States
1995
Company Overview
CalcXML is a leading provider of online financial calculators.
How well is this profile written?

Products and Services

CalcXML Financial Calculators

 
CalcXML Financial Calculators are a series of market-tested, analytical financial calculators covering over 150 topics across 13 financial categories. Enhance any financial web site and keep your web visitors engaged and coming back by providing them the tools they need to help them make important financial decisions. CalcXML calculators also conform to WCAG 2.1 accessibility guidelines.
Read More →

CalcXML Planner Portal

 
CalcXML Planner Portal is a suite of back-office tools for financial planners.
Read More →

FIST Score

 
FIST® Score (FInancial STability) is a comprehensive financial wellness index, which allows your clients to quickly identify personal financial weakness. Utilizing peer comparisons, online education, tailored recommendations and personal action plans, your clients can dramatically improve their financial health. After logging into the FIST® Score dashboard and answering a few targeted questions, clients will receive a high-level view of their financial picture addressing the four areas of risk: liquidity, longevity, life and loans. Using interactive dials, the dashboard pinpoints financial gaps and recommends your financial product solutions such as savings, retirement accounts, loans and mortgages to help improve one's financial health. Through the client-created action plan, email and text alerts, the FIST® application will assist each client to improve their score. With a goal of reaching 100 in each area, clients work to achieve FInancial STability.
Read More →
Connect with CalcXML

Marketing Function