The retirement calculator that books your next intro call
Embed a retirement savings, 401(k) match, or debt payoff calc on your advisor site. Visitors see whether they're on track. Your CFP card sits next to the result with a 'Book a 30-min review' button.
Why this is broken
Your prospect googled 'am I saving enough for retirement.' They landed on a generic calculator on a wirehouse site that gave them a scary number and a '1-800' phone tree. They didn't call. They could have been your client. You don't have a calculator on your own site because your tech stack is Redtail plus Outlook plus a Squarespace template, and your developer quoted you eight weeks for a custom one.
How Buildroy solves it
Embed planning calcs in the time it takes to write a check-in email
Retirement savings, debt payoff, salary negotiation, 401(k) employer match. Pick a template, set sensible defaults, paste the iframe into your bio page or pricing page.
Your CFP card sits next to the result
Soft CTA card with your name, CFP designation, headshot, firm logo, and a 'Book a 30-min review' button. Sticky on mobile. Every visitor who runs the numbers sees you, not a generic CTA.
Capture leads with their actual planning gap
Optional email gate gives you the prospect's age, target retirement age, current savings, and target income. The first call isn't a discovery call. It's a 'here's what we'd do about it' call.
Templates financial advisors teams use
See all templates →Pricing
Free to try. Upgrade when it's working.
- 1 calculator saved
- 10 inputs per calc
- Hosted at buildroy.com
- Buildroy badge shown
- 5 calculators
- Unlimited inputs
- Embed on any site
- Lead capture forms
- Hide Buildroy badge
- Unlimited calculators
- Advanced analytics
- Export files (HTML / React / JS)
- Buildroy badge removed
- Custom domain
FAQ
Stop losing prospects to wirehouse calculators.
Embed your first planning calc free, ready in 60 seconds.
Start free