Calculators
The planning lab isn't only for clients who've already signed up. The same modellers run on the public web, in your firm's branding, and turn a curious visitor into a warm lead with their numbers already attached. A first conversation that starts before anyone books a call.
Three to start with
Each one is a public face of a modeller your clients already use inside Atrium. A visitor gets a real answer; you get a reason to talk. Previews below.
Previews of the live calculators. In production each runs the real modeller, branded as your firm, with the assumptions documented. Try the full versions in the demo →
Free wealth report
A visitor who's run a calculator can ask for a fuller picture: a short, branded wealth report sent to their inbox. They get something genuinely useful. Your firm gets a named, engaged lead with their numbers attached, handed straight into your pipeline.
For the firm
Most firms have their best planning tools locked behind a login, invisible to search engines and to the people who'd most value them. Atrium puts them out front.
Public calculators are pages search engines can index. The intent ("when can I retire") is exactly what your future clients are typing in.
Drop a calculator straight onto your existing marketing site with a snippet, in your colours, no rebuild required.
Every lead lands in the system your advisers already use, with the numbers they entered, ready for a first call that isn't cold.
From visitor to first meeting
We'll show you the calculators in your firm's colours, and how a lead flows from the public page to your pipeline.
Book a demo →