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Over the years we have built numerous calculators to meet specific client needs. With our in-house financial experts we can readily understand your objectives and build to suit.
Samples
Intermountain Health Care, a large health care provider in Utah with over 30,000 employees, commissioned CalcXML to build "custom" calculators to help employees understand their specific retirement and paycheck benefits. The first, a Flash-based "Total Retirement Calculator", incorporates company-specific pension plan benefits and 401(k) matching schedules to help employees determine how long their current savings will last and what additional contributions should be made in order to meet their retirement goals. The second calculator "Paycheck Planner Plus" illustrates the take-home pay impact of increased 401(k)/403(b)/457 contributions along with warnings if ill-timed contributions cause the employee to miss-out on employer matching contributions.
Plante Moran Financial Advisors needed a "back-office" tool that their reps could use to help sell college savings plans. After entering client/prospect data, the financial advisors simply click Submit to get a two-page professional PDF report.
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© Copyright 2010 DocuMatix, LLC. On-line marketing software available under a Software-as-a-Service (SaaS) model.
All rights reserved. Various trademarks held by their respective owners.
DocuMatix, LLC. 2195 West 5400 South, Suite 105, Salt Lake City, Utah 84118
Sales: 1-877-DOCUMATIX | Fax: 801-967-3033
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