Three plans with the same features across billing periods. The difference is how many calculators, sites and leads you need, and which topics are included.
Try the platform on your own site before you commit.
$0 forever
$0 forever
Not offered
No card needed
5 calculators from the general loan library. The tax, retirement, investment, business and household tools on this site are not included.
Start freeUpgrade any time
Your brand, your domain, webhooks into your CRM.
$150/mo
$1,500/yr
$2,997 once
14-day free trial · cancel any time
Up to 50 calculators. Adds the household planning tools (budgets, net worth, savings and planning concepts). The tax, retirement, investment, business and HSA calculators need Network.
Start 14-day trialRefund within 14 days on yearly and lifetime
Every tax, retirement, investment and business calculator.
$210/mo
$2,100/yr
$4,997 once
14-day free trial · cancel any time
Every calculator on this site, plus unlimited seats, domains, widgets, views and contacts.
Start 14-day trialRefund within 14 days on yearly and lifetime
Prices in USD, excluding any applicable sales tax. Same features on monthly, yearly and lifetime billing.
Most firms come here for the tax and retirement calculators. Those, along with investments, business and the HSA tools, are included in Network only. Firm adds the household planning tools. Practitioner lets you try the platform with a general loan library, which isn't the subject of this site. The table below shows exact counts.
| Topic | Practitioner | Firm | Network |
|---|---|---|---|
| Taxes | 0 | 0 | 12 |
| Retirement | 0 | 0 | 25 |
| Investments & markets | 0 | 0 | 15 |
| Business | 0 | 0 | 12 |
| Household planning | 0 | 11 | 14 |
| Feature | Practitioner | Firm | Network |
|---|---|---|---|
| Calculators you can activate | 5 | 50 | Unlimited |
| Widgets (launchers, tabs, card grids) | 1 | 10 | Unlimited |
| Custom domains | 0 | 5 | Unlimited |
| Monthly calculator views | 10,000 | 100,000 | Unlimited |
| Contacts (leads stored) | 100 | 10,000 | Unlimited |
| Team seats | 1 | 5 | Unlimited |
| Lead webhooks to your CRM | Not included | Included | Included |
| White-label (no platform credit) | Credit shown | Included | Included |
| English and Spanish calculators | Included | Included | Included |
| Priority support | Included | Included |
14 days on paid plans. We email before it ends. Cancel in Billing and you aren't charged.
Yearly and lifetime: within 14 days. Monthly: cancel any time, no further charges. Full policy.
Card payments are processed by our payment provider; we never see full card numbers. Security overview.
Network. The tax, retirement, investment, business and HSA calculators sit in the platform's top tier. Firm includes the household planning tools, and Practitioner covers a general loan library only. We'd rather say that here than have you find out after signing up.
Yes, 14 days on Firm and Network, monthly or yearly. A card is required; cancel before the trial ends and you are not charged. One trial per firm.
2 months: the yearly price is ten times the monthly price.
A one-time payment for ongoing access to the plan, with no renewals. It has the same refund window as yearly plans.
Monthly plans aren't refunded for partial months, but you can cancel any time. Yearly and lifetime purchases can be refunded within 14 days if the account hasn't been used extensively. See the refund policy.
Your plan runs to the end of the paid period, then the account moves to Practitioner limits and embeds beyond those limits stop working.
Prices are in US dollars and exclude any sales tax that may apply in your state.
One load of a calculator on a page. Network has no view limit.
Yes, upgrade or downgrade from Billing in the app; changes are prorated on monthly and yearly plans.
Network already covers unlimited seats, domains and calculators. For associations or networks of firms, talk to us.
No question matches that filter. Clear it to see them all, search the whole site, or ask us directly; we reply within one business day.
Still deciding? Ask for a 20-minute walkthrough or see what a calculator lead is worth to your firm.
Next entry
Start a Network trial, put the tax and retirement calculators on your site, and decide with real requests in front of you.
Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.