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.