AdvisorIQ — Live Demo

Retirement Calculator

Enter a client's numbers to see their projected nest egg, monthly income, and whether they're on track.

Current Age

Retirement Age

Current Savings ($)

Monthly Contribution ($)

Annual Income ($)

Monthly Expenses in Retirement ($)

Expected Return (%)

Include Social Security?

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Fill in the details and click Calculate

Tax Estimator

Estimate federal tax liability and surface Roth conversion, loss harvesting, and contribution opportunities.

Gross Annual Income ($)

Filing Status

Pre-Tax Retirement Contributions ($)

Capital Gains ($)

Deduction Type

Other Above-the-Line Deductions (HSA, student loan, etc.) ($)

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Fill in the details and click Estimate

Portfolio Analyzer

Enter holdings as "TICKER:value" one per line. See concentration risk, sector breakdown, and diversification score.

Holdings (TICKER:value, one per line)

Common tickers: VOO, SPY, QQQ, VTI, BND, AGG, AAPL, MSFT, NVDA, AMZN, TSLA, GOOGL, JNJ, JPM, VNQ, GLD

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Enter holdings and click Analyze

Goal Tracker

Calculate monthly savings needed and whether a client is on track for any financial goal.

Goal Type

Target Amount ($)

Already Saved ($)

Years Until Goal

Can Save Per Month ($)

Expected Return (%/yr)

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Fill in the details and click Calculate

Investment Screener

Screen stocks, ETFs, and REITs based on a client's risk profile, style, and income needs.

Risk Tolerance

Investment Type

Investment Style

Preferred Sectors (hold Ctrl for multiple)

Leave blank for no sector preference

Dividend Focus?

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Select criteria and click Screen

Document Checklist

Generate a personalized document list for a new client based on their situation.

Client Situation

Has Investments?

Has Real Estate?

Married?

Has Dependents?

Business Owner?

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Select the client situation and click Generate

Market Summary

Get plain-English educational context on any market topic — so clients arrive with informed questions.

Topic

Context

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Select a topic and click Get Summary

Ready to set this up for your practice?

Every tool above would be configured with your practice's specifics — your services, your client profile, your language. Takes 15 minutes to set up.

Get This For My Practice