CalcStudio
CalcStudio is its own adviser product. It provides calculators you can use with clients, in two categories.
These answer a specific question or perform a straightforward calculation during a client conversation.
Works out repayments for a given loan amount, rate and term.
Builds a household income and expenses picture a client can work through.
Shows how long a card balance takes to clear at a chosen repayment.
These go beyond a single answer. They demonstrate choices, comparisons and scenarios that can create a useful adviser and client conversation. They are indicative and are not regulated financial advice.
Shows how offsetting savings against lending changes interest and term.
Compares continuing to rent against buying over the same period.
Compares keeping debts separate against consolidating them into one structure.
Builds a funding picture from deposit, KiwiSaver and contribution sources.
Compares two flexible structures side by side for the same lending.
Compares fixed rate options and terms so a client can see the trade-offs.
What the interface looks like for the everyday calculators an adviser uses in a client conversation.
Repayments for a given loan amount, rate and term.
Repayment result
Interactive demonstration coming soon
Shown by CalcStudio when the calculator is run.
A household income and expenses picture the client can work through.
Surplus or shortfall
Interactive demonstration coming soon
Shown by CalcStudio when the planner is completed.
How long a card balance takes to clear at a chosen repayment.
Time to clear and interest cost
Interactive demonstration coming soon
Shown by CalcStudio when the calculator is run.
Decision calculators compare two courses of action rather than answering a single question. These two previews show what the adviser and client are looking at.
Shows how offsetting savings against lending changes interest and term.
Interest and term comparison
Interactive demonstration coming soon
The comparison is produced by CalcStudio, not by ClientConnection.
Compares continuing to rent against buying over the same period.
Rent against buy comparison
Interactive demonstration coming soon
The comparison is produced by CalcStudio, not by ClientConnection.
These are visual previews of the genuine CalcStudio interface with fixed example inputs. Fields are locked and no result is calculated inside ClientConnection: the calculations are performed by CalcStudio. Interactive demonstrations are coming soon.
Calculators marked coming soon are in development. Where a calculator is live, the link goes to the genuine CalcStudio route. Results are indicative and depend on the information entered and the stated assumptions.
