WebCalcs® Internet Financial Planning Software
For Financial Services Companies

We Invented
Web-Based Financial
Planning Software.

Comprehensive, branded financial planning calculators and illustrations — hosted by us, maintained by us, compliant from day one. You simply link to it.

⬥ Web Products Since 1994
Fortune 500 Trusted Compliance-Ready No Java Required Fully Branded Fast Deployment

Proven at Scale

Since 1994
30+
Years in production
50+
Financial tool types
F500
Enterprise clients
100%
Compliance-ready
Select Clients
AXA/MONY Captrust Franklin-Templeton Janus Mass Mutual Mutual of Omaha Pacific Life Sentry Insurance Sun Life Symetra The Hartford United Benefit Advisors Wells Fargo

Everything Handled. You Just Link to It.

We brand it to match your website. We host it. We maintain it. We keep it compliant. Custom and semi-custom systems are also available at reasonable prices.

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Total Visual Customization

Fully branded to match your website's look, feel, and navigation. Your clients will experience a seamless on-brand journey.

Compliance-Ready

Dedicated attention to compliance requirements. All legal and tax compliance edits are included. Always current with the latest regulations.

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Always Up-to-Date

Continuously updated to reflect the latest IRS rules, RMD requirements, and tax laws — automatically, at no extra charge.

Fast Deployment

Fully branded, compliance-approved solutions launched in under a week. No lengthy IT engagement or development timeline required.

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Maximum Compatibility

No Java required. Our tools work across all modern browsers on any device — desktop, tablet, and mobile platforms.

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Scales to Thousands

Proven to handle thousands of simultaneous users. Enterprise-grade infrastructure already deployed at Fortune 500 companies.

Built for Financial Services

Purpose-built for companies operating in regulated financial and insurance industries.

🏦 Mutual Funds
🏛 Banks
🛡 Insurance Companies
📊 401k Recordkeepers
👤 TPAs
💼 Financial Advisors
📐 Financial Planners
📑 CPAs
⚖️ Attorneys
🏠 Estate Planners

50+ Financial Planning Systems

From simple calculators to complex financial illustrations. Low-cost standard versions or fully custom-built solutions — all web-based, all branded to you.

Retirement Savings & Income
Pre-59½ 72t Calculations (Penalty Avoidance)
College Savings & 529 Plan Illustrations
College Cost & Tuition Data
Coverdell Education Savings
Risk Profile Questionnaires & Quizzes
Model Portfolio Illustrations
Asset Allocation & Portfolio Optimization
Portfolio Management & Value Tracking
401(k) Retirement Savings
Cost of Waiting to Save
Effect of Taxes & Inflation
Estate Tax Estimator
Finding Money for Savings Goals
Health Savings Account (HSA) Illustrations
Historical Hypothetical Portfolio Performance
Impact of Inflation
Life Insurance Needs Analysis
IRA Eligibility (All IRA Types)
IRA Savings & Goal Analysis
IRA Required Minimum Distributions (RMDs)
IRA to Roth Conversion
Long Term Care Insurance
Lump Sum vs. Rollover Distribution Analysis
Model Portfolio Creation & Comparisons
Mortgage Amortization
Net Unrealized Appreciation of Employer Stock
Net Worth Estimator
Pension / Defined Benefit Income Estimates
Portfolio Allocation Rebalancing
Portfolio Optimization & "Advice"
Portfolio Return Calculations
Paycheck Tax Savings
Required Minimum Distribution Calculations
Retirement Budget & Expense Planning
Retirement Income Analyzer
Retirement Savings Estimator
Risk Tolerance Profile
Roth Conversion
Roth vs. Traditional IRA Illustrations
Short Term Savings Goals
Social Security Benefit Estimates
Stretch IRA / Legacy IRA Illustrations
Tax-Free Yield Calculations

Need something not on this list? Custom and semi-custom solutions are available at reasonable prices. Please call us to discuss your specific needs.

📞 Call for a Free Consultation — 888.333.5095

Professional Reports. Simple Interface.

Our tools produce clean, branded reports your clients can understand — no complex training required.

Required Minimum Distributions Calculator

Required Minimum Distributions

Owner & Spouse Rollover calculator — accurate, compliant, and easy to use.

Risk Tolerance Profile

Risk Tolerance Profile

Visual, client-friendly risk profiling with clear portfolio recommendations.

72t Early Payout Planner

72t Early Payout Planner

Pre-59½ distribution calculations — avoid penalties with accurate, compliant illustrations.

Evaluate Before You Commit

Live demos, detailed overviews, ROI analysis, and downloadable PDF documentation — all available now.

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We needed a solution fast and couldn't wait for our IT department to design it. Torrid was great. They analyzed our needs and implemented a fully branded solution in less than a week. It met compliance review. It works with all browsers. We're really happy with their WebCalcs® solution.

— Insurance Company Client  |  December 2002

Why do we put a 2002 testimonial here? Just to emphasize we have been making our clients happy for a very long time!

Flexible Plans for Every Firm

From the solo advisor to Fortune 500 companies — pricing is customized to your firm's size, tool selection, and usage level.

How Pricing Works

Our pricing depends on the level of customization, number of tools selected, anticipated usage volume, and the size of your firm.

  • Plans for solo advisors through Fortune 500 enterprises
  • Standard, semi-custom, and fully custom solutions
  • Hosting, maintenance & compliance updates included
  • All legal and tax compliance edits included
  • Free consultation before any commitment

Ready to See It in Action?

Try our live demos or call us for a free consultation. Fast deployment, full compliance, zero hassle.

📋 Request a Demo 📞 888.333.5095

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