14 May 2008
Calculators

IFA Portals offer a suite of useful financial calculators for you to display on your website. We keep them all up to date with the latest tax rates and allowances so that you don't have to worry about this.

From calculating their income tax liability to assessing potential shortfalls in their pension planning, your clients will be able to get the information they need from your IFAPortal website.

When designing our calculator suite, we've really put some thought into what your clients expect from the calculators as well how you as an IFA or mortgage adviser need to work.   

For example on both our  income expenditure calculator and our pension shortfall calculator, you can add extra fields by logging into your website. Since these calculations often need to be documented  when advising on mortgages and pensions, just by logging in to your IFAPortal website and you can add your client's name and date of completion before printing a copy off.  

Our calculators offer more than just some numbers - where appropriate, the data is presented using charts to assist your clients in understanding what the numbers mean.

As you'd expect, you have full control over which calculators are available on your ifaportal website, to add or remove a calculator just login to your website, and check or uncheck the appropriate calculator, it's as straightforward as that.

Calculator Screen Shots

Below we've provided some screen shots of our suite of calculators.  To see the full size screen shot just click each image. 

Calculators
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IFA Portals currently offer the following financial calculators for use on your IFAPortal website.

  • Income Expenditure
  • Income Tax
  • Inheritance Tax
  • Loan Repayment
  • Mortgage Repayment
  • Pensions Shortfall

All our portals come with the full suite of calculators, though you may choose to remove whichever calculators you do not wish to offer.

Your network/regulator may limit which calculators you can use on your IFAPortal website.

Income Expenditure Calculator
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Income Expenditure Calculator


Loan Calculator
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Loan Repayment Calculator


Calculator Main Page
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Calculator Main Page


Pension Shortfall Calculator
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Pension Shortfall Calculator


Income Tax Calculator
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Income Tax Calculator


IHT Calculator
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IHT Calculator


Mortgage Repayment Calculator
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Mortgage Repayment Calculator


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