Module
Tools and calculators — The maths, in front of the client, saved to their file.
Without it
What this costs you today.
The calculation that convinces a client happens on a phone, in a meeting, and is then lost. Next time the conversation starts from nothing.
What it does
Business rules, not adjectives.
SIP, lumpsum, goal and XIRR calculations against the client’s real numbers.
The result attaches to the client record rather than evaporating.
Assumptions are shown, so the client can see what the projection rests on.
Coverage
Which product classes this covers.
Calculations run against live positions where the client already holds something.
How it works
Three or four steps, in order.
Run it in the meeting
With the client’s actual figures, not a generic example.
Save it to the file
So the next conversation starts where this one ended.
Adjacent modules
What this works with.
Questions about tools and calculators.
Are these the same calculators as the free ones on this site?
The public calculators at /tools are the site’s own build. Whether the in-product versions share them is a product decision that publishes when it lands (02 §21).