Online Tool Verification Services
We verify the accuracy of online calculators, hypotheticals, and sales material. Our work is guaranteed. We provide attestation letters from a CPA, CFA, and securities lawyer.
Super Accurate and Trued-Up
Our math powers several regulatory tools. We can true-up your mutual fund, ETF, retirement, college, RMD, 529, mortgage and marital asset tools to the regulators’ tools.
Most online calculators are inaccurate. Errors stem from a naïve handling of factors and issues. They include expense ratio factoring, CDSC tolling, net return linking, share conversions, cost debiting, fee parsing, taxation rules, and turnover estimates, among others.
Proof? We found and fixed the errors to the right.
Clients receive truing algorithms, numeric and textual revisions, written reports, and audit letters.
Mutual Fund Cost Calculator Was Inaccurate
The A-share load was forgotten. Returns and expenses were not properly calculated. The results for this share were all wrong.
Share Class Suitability Calculator Was Inaccurate
“Retirement” Tool Was Mis-Labeled
Required Minimum Distribution Tool Was Wrong
