Solution introduction

Powerful financial calculators for digital engagement

Enhance your digital experience and help your customer base make informed financial decisions with powerful calculation engines and interactive tools

Equate Tools and Calculators cover the full spectrum of financial services from simple loans to advanced retirement modelling and can be easily integrated into your existing solutions. 

The complex calculation engines of Equate are available as full UI components which can be added to existing websites or accessed via API allowing you to build and own the experience yourself.

Equate tools and calculators can be used on your website, in apps or in the GBST’s front-office (Catalyst) portal to educate, onboard and engage customers, members and investors. In addition to supporting self-serve users, our tools can also support adviser-led discussions with their clients helping to create a visual representation of investment projections. 

Multiple calculators can be combined to create an enhanced user experience, blending elements such as current debt, existing and ongoing savings and future projected account value. 

Equate tools are built using responsive technology to ensure compatibility across all device types and are updated annually to ensure regulatory compliance.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.