# Calculators and tests for your clients – innoVorsorge

> Compound interest calculator, budget calculator, pension fund test and retirement self-test for the website of your financial planning firm, in your corporate design. Price on request.

Adresse: https://www.innovorsorge.ch/en/financial-planners/tools

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# Calculators and tests for your clients
The same calculators and self-tests that run on innovorsorge.ch can be used on your website. Your clients do their own numbers before the meeting and come to you with specific questions.

[Book a demo](https://www.innovorsorge.ch/en/financial-planners/contact?thema=tools)[All modules](https://www.innovorsorge.ch/en/financial-planners#module)

Model One-off set-up, then an ongoing fee

Price On request

Works with
- [Website](https://www.innovorsorge.ch/en/financial-planners/website)
- [Hub](https://www.innovorsorge.ch/en/financial-planners/hub)

## What you get
The calculators are fully developed and in use. We adapt them to your firm and embed them.

- 01 ### Existing calculators Compound interest calculator, budget calculator, pension fund test and retirement self-test, separately or together.
- 02 ### In your corporate design Colours, fonts and logo are applied. For your clients, the calculators are part of your website.
- 03 ### Your assumptions You set the defaults such as return, inflation or retirement age.
- 04 ### A path to the meeting The tests can ask for an email address at the end. The details go to you, and your clients find a link to your appointment booking.
- 05 ### Two languages All calculators are available in German and English.
- 06 ### Embed anywhere Directly on a website from the Website module, on other websites through an embedded frame.

## A calculator as your clients see it
The preview calculates with the values you select. It uses a fixed formula: the same inputs always give the same result.

www.your-company.ch/compound-interest-calculator

Compound interest calculator

Starting capital

CHF 10'000

Monthly contribution

200 500 1'000

Return per year

2% 4% 6%

Duration

10 years 20 years 30 years

Assets at the end

CHF 205'613

Contributions CHF 130'000

Returns CHF 75'613

Y 5 Y 10 Y 15 Y 20 Y 25 Y 30

Monthly compounding, contribution at month end, before taxes and fees

### The calculators in use on innovorsorge.ch

- [Compound interest calculatorAsset development with contributions and withdrawals](https://www.innovorsorge.ch/en/compound-interest-calculator)
- [Budget calculatorIncome and expenses, savings rate](https://www.innovorsorge.ch/en/budget-calculator)
- [Pension fund testDecision aid between annuity and lump sum](https://www.innovorsorge.ch/en/pension-fund-test)
- [Retirement self-testWhere you stand on retirement provision](https://www.innovorsorge.ch/en/provision-self-test)

## How the introduction works

- 1 ### Selection You choose the calculators and set the defaults.
- 2 ### Adaptation We apply your corporate design and set up the link to your appointment booking.
- 3 ### Embedding We embed the calculators on your website and check them with you before they go public.

### The costs
We do not bill by the hour but like subscription software: once for the set-up, then on an ongoing basis for operation and development. We set the price after the first conversation, because it depends on the scope.

Price on request: a one-off set-up and an ongoing fee.

One-off set-up Adaptation to your corporate design, your defaults and embedding on your website.

Ongoing fee Operation, updates to new values such as tax or BVG parameters, and improvements from our own use.

## Frequently asked questions

### Are the values updated every year?
+ − Yes. When statutory values change, for example in the BVG or for pillar 3a, we update the calculators. This is part of the ongoing fee.

### What happens to my clients' details?
+ − Calculations run in the browser. If someone enters an email address at the end of a test, the details and the result go to you. Where exactly and what is stored, we decide with you during set-up.

### Can I get a calculator that does not exist yet?
+ − Yes, through the Custom module. We build new calculators on the same pattern: fixed calculation methods, traceable and in both languages.

### Do I need the Website module for this?
+ − No. The calculators can also be embedded on an existing website. With the Website module the integration is closer, for example with the same navigation and fonts.

## The other four modules
Each module can be used on its own or combined with the others.

### [Website](https://www.innovorsorge.ch/en/financial-planners/website)
Your site on our technology

A website for your firm on the same technical foundation as innovorsorge.ch, with a blog, two languages and embedded calculators.

www.your-company.ch

Rietmatt

Financial planning

Know what retirement means for you

Book a meeting

![](https://www.innovorsorge.ch/bilder/finanzplaner/beispielfirma-beratung.jpg)

View module

### [Local AI](https://www.innovorsorge.ch/en/financial-planners/local-ai)
AI in your own office, no cloud

A local server with open language models and text recognition that runs offline. Client data stays in your office and is not sent to OpenAI, Anthropic or any other provider.

Local server

In your office network

No connection to AI providers

View module

### [Hub](https://www.innovorsorge.ch/en/financial-planners/hub)
All tools in one workflow

Cases, reports, redaction, portfolio analysis and documents in one place, set up around your workflow. Provided with a one-off set-up and an ongoing fee.

![](https://www.innovorsorge.ch/bilder/finanzplaner/hub-vorschau-en.png)

View module

### [Custom](https://www.innovorsorge.ch/en/financial-planners/custom)
Whatever else you need

Whatever does not fit into one of the modules, we build with you as a dedicated solution.

Interface Template Evaluation Your add-on

View module

## See the module in a demo
We show you the module on sample cases and clarify which parts fit your firm.

[Book a demo](https://www.innovorsorge.ch/en/financial-planners/contact?thema=tools)[All modules](https://www.innovorsorge.ch/en/financial-planners#module)

Price on request: a one-off set-up and an ongoing fee.
