Embed branded financial calculators on your site in minutes. Keep visitors engaged, demonstrate your value, and turn every calculation into a qualified lead.
People arrive with a question. A calculator answers it on the spot, and gives you a reason to follow up.
Interactive tools hold attention far longer than static pages.
Capture the visitor's scenario and contact details at peak intent.
Accurate, transparent tools that show their work build trust.
We maintain the math and the code. Your embed just stays current.
Match any calculator to your colors and drop it in with a single line of code. On Advisor and Institution plans, the SumWize badge disappears entirely, it's your tool, on your domain.
One line in, one branded calculator out, resized automatically to fit your page.
When a visitor runs the numbers, they can send themselves the results, and you get their scenario and contact details, instantly. Leads land in your inbox and flow straight into your CRM.
Up to 10 embedded calculators, your branding, lead capture, CRM webhook, and usage analytics.
Unlimited embeds, full white-label, the read API, SSO on request, and custom calculators.
Tell us about your firm and what you'd like to offer. We'll set you up with a tailored embed and pricing.