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Financial calculators and tools to engage and educate your customers

Equate enhances your digital experiences and empowers your customers to make informed financial decisions


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Build engagement

Bring your products to life and keep customers on your website longer

Improve leads

Educate your clients and generate qualified sales-ready enquiries

Increase conversions

Build trust and win more customers by supporting their financial decision making

New

Calculators coming soon

Get ready for an exciting new set of calculators! These will offer unparalleled configurability, enhanced flexibility, and an upgraded user interface for an even better experience.

Get in touch to learn more

Experts in building tools 

We are a team of digital specialists with over 90 years of combined financial services expertise. We've been building tools for over 15 years and have got you covered!


Fully compliant - we monitor the legislation and ensure our tools are compliant to regulatory requirements



Built on the latest technology - no plug-ins, fully accessible (AA compliance) and mobile friendly


Cloud hosted - hosted on our Amazon Web Services (AWS) platform


Security is paramount - regular vulnerability scanning included to ensure libraries are up to date


Easy to brand and update - use our CMS to update your calculators whenever you need, including updating rates, field labels, input labels, assumptions, disclaimers, and default values


Quick to set up - just copy and paste the embed code into your website and voila!


Dedicated support - access to dedicated support team within business hours


Getting started is easy

Follow these easy steps to get your calculator up and running

Brand it

Personalise your calculator with your chosen field labels, values and colours

Paste it 

Place the code on your website where you want it to show up. That’s it - our system will take care of the rest

Launch it

Simply make your page live and the calculator is ready to use!

How financial brands are using Equate


Banks

Educate customers about your range of banking products.

Super & pensions

Help your customers plan how much they need for retirement.

Loan providers

Show your customers how much they can borrow or save with your products.

Financial advisers

Showcase your expertise and educate your clients on a range of financial decisions.

Banks

Educate customers about your range of banking products.

Super funds

Help your customers plan how much they need for retirement.

Loan providers

Show your customers how much they can borrow or save with your products.

Financial advisors

Showcase your expertise and educate your clients on a range of financial decisions.

Questions?

Unsure, need a fully customised solution or just want to know more?
Get in touch with our friendly staff today.


Get in touch