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NEW! – Responsive Web Design
CalcXML is pleased to announce a new version of our hosted calculators. The calculator user interface has been re-written to follow responsive web design principles, allowing for the calculators to work well on all types of mobile devices as well as desktop browsers.
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PlannerPortal Released!
Giving financial advisors comprehensive, online analytical and presentation tools for a low monthly fee.
Financial Advisor Software
 
NEW! – Needs Analysis Modules
Comprehensive financial needs analysis modules give a more detailed approach to financial planning.
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Emails On Demand

 
   
Emails On Demand™ is a Trigger-based Email Marketing system that is driven by the behavior of the email recipient. Emails On Demand allows you to deliver timely and relevant emails based on triggered actions.

Example of Triggered Actions:

  • Consumer opens/closes an account (CD, MMA, etc)
  • Consumer calls in asking for more information
  • Consumer fills out a form, or uses a calculator


Summary of Features:

  • Integrated with over 120 Financial Calculators
  • Secure Web Forms to capture an opt-in and trigger a Marketing Path
  • XML based API (Actions)
  • Marketing Path allows for creation of rules associated with consumer behavior
  • DocuMatix Product Suite integration via single sign-on
  • Powerful Real-Time reporting engine

[Click here for additional information]



 
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