Tools for Advisors & Clients

Financial Calculators

Interactive tools to help you plan for retirement, calculate investment growth, and model financial scenarios.

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Retirement Calculator

Estimate how much you need to save and when you can retire.

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Investment Growth Calculator

See how your investments grow over time with compound interest.

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Loan Payment Calculator

Calculate monthly payments for mortgages, car loans, and more.

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College Savings Calculator

Plan ahead for education costs with this savings estimator.

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Roth vs. Traditional IRA

Compare the long-term benefits of Roth vs. Traditional IRA contributions.

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Social Security Calculator

Estimate your Social Security benefits at different claim ages.

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Want personalized advice?

A qualified financial advisor can help you run these numbers for your specific situation.

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AI-Powered

What is FAVIR™?

Financial Advisor Visibility Index Rating — an AI-native scoring system that measures how well a financial advisor's profile is structured for discovery by AI tools like ChatGPT, Gemini, and Perplexity.

How the Agentic System Works

1
Rule-Based Indexes

Ten profile dimensions — credentials, bio depth, specialties, AUM clarity, fee transparency, online presence, and more — are scored 0–100 using verifiable rules.

2
Specialized Sub-Agents

AI agents independently evaluate qualitative signals (writing quality, positioning clarity, thought leadership) that rules alone can't capture.

3
Synthesizer (Claude)

An orchestrating AI agent combines all indexes, weighs them, and produces your composite FAVIR™ Score plus bespoke, prioritized recommendations for improvement.

The Value for Financial Advisors

  • AI Discoverability: When someone asks an AI assistant for a financial advisor, FAVIR™-optimized profiles are more likely to be surfaced.
  • Actionable Roadmap: Instead of generic advice, you get ranked, impact-scored suggestions specific to your profile gaps.
  • Competitive Benchmark: Understand how your profile compares and where targeted effort yields the highest score gain.
  • Future-Proof Positioning: As AI becomes the primary discovery channel for professional services, a high FAVIR™ score is a durable competitive advantage.

Book a Demo

See how Financial Advisors helps you get discovered by AI. We'll walk you through the platform in 20 minutes.