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How financial advisers use Equate
Showcase your expertise and educate your clients on a range of financial decisions.
When customers come to you for information and guidance, interactive calculators can be one of the best ways to educate them about their financial options. Whether you use calculators on your website, to demonstrate options in meetings or to collect information on potential clients, our range will help you demonstrate your expertise and build trust.
Adding our Equate calculators to your website is a fast and simple way to:
- Inform customers – educate potential customers about your range of services and their financial options
- Improve reputation – build trust by providing clear and reliable financial information for customers
- Generate leads – drive enquiries through your website and capture user information
Why Equate?
Bundled discounts
Unlock savings when you add 3 or more calculators from our suites.
Regular updates
We keep the calculators up to date with legislation changes.
User-friendly designs
Our calculators are designed by user experience experts to guide your customers through complex financial scenarios.
Custom options
If you’re offering a range of services, you might need a more bespoke calculator solution. Whether you want to choose your own look and feel, change the underlying calculations or build something from scratch, we can help scope and develop your unique solution. Get in touch to discuss your requirements.
Questions?
Unsure, need a fully customised solution or just want to know more?
Get in touch with our friendly staff today.