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Help customers find the right plan with this online tool

Meet the requirements of the BaFin recommendation on presenting historical net returns by using our savings plan calculator.


Get started with Savings Plan Calculator today


We will be happy to advise you on the details.

Get in touch

Get started with Savings Plan Calculator today


We will be happy to advise you on the details.

Get in touch
Your customers and visitors to the website can enter their individual costs, investment amount and investment term, and can select the target fund. The individual performance is then calculated automatically.

The FactsheetsLIVE™ Savings Plan Calculator module allows you, as a fund provider, capital management company, or distributor, to integrate the online calculator described in the BaFin Circular “4/2010 (WA) – MaComp” 3.3.4.1.7 paragraph “Effect of commissions, fees and other charges” into your website as a ready-to-use and configurable tool.

We work with financial services providers all around the world. Let us introduce you to our onboarding process.

Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.