If you are upgrading to the V3 calculators from V2 the process has been made as easy as possible, but will require some signficant changes to your deployment. The V3 upgrade is a complete replacement of all underlying code. All HTML pages, however, retain their original name and extension to prevent broken links.
As of 12/31/2013 all standard U.S. English, Canadian, French Canadian and most Spanish calculators are now available in V3. If you have a custom calculator that you would like upgraded please contact us for pricing and instruction.
More information can be found at:
Latest update instructions: Update Instructions 12/31/2016
This document is not yet complete, please contact support with any questions you have when deploying or using the calculators. Feel free to contact us via email at or by phone at (612) 331 2291.
Do your calculators use responsive design?
Do your calculators follow ADA requirements for WACG 2.0?
What are the terms of your license agreement?
Where can I view your license agreement?
Have your calculators been reviewed by FINRA (formally the NASD)?
Will these calculators work in WordPress?
Do I have to provide a link to you on our calculator pages?
Can I purchase these calculators on behalf of a client?
We have an outside resource deploying our website, how do you support their deployment?
Which browsers do you support?
Which web servers do you support?
What can I customize on the calculators?
Do the calculators work with iFrames?
What technology to you use to create your calculators?
To view our complete license agreement, please CLICK HERE.
The first is the definition of "Rate of Return", "Expected Rate of Return" or any other similar term. In order to be compliant, all "Rate of Return" definitions need to include the relevant risk and relevant assumptions used by the calculations being illustrated. All of our calculators that include "Rate of Return" have a definition that has been reviewed and approved by the FINRA.
The second item of concern is that no rate of return on any calculator exceed 12%. The default rate of return for all of our calculators is capped at 20%. This means that no entry in a Rate of Return field can exceed 20%. For our clients that are members of the FINRA, we have an option that reduces this limit to 12%. With this optional limit in place, the calculators are fully compliant with the FINRA rules.
If, for whatever reason, your compliance department, the FINRA or the SEC finds an issue with one of our calculators, we will always do our utmost to resolve the issue immediately. FINRA or SEC issues are resolved at no additional charge. Depending on the issue, most compliance department concerns are covered at no charge as well. There may be a small custom development fee for enhancements or custom changes specific to your company.
Operating systems supported includes Windows XP, Windows Vista, Windows 7, Windows 8, Mac OS X, iOS and Android. The combination of our operating system and browser support covers over 99% of all internet use. We no longer support on Windows 98 or Windows 95. If you are still using Windows 98 or 95 you are out of luck in so many ways I doubt our calculators are your top concern.
In the past iFrames were often used to ease maintenance updates. The V2 calculators required you to manually change the definitions and other content in the HTML documents. Using the iFrame could eliminate this effort by simply using the complete page we provide.
With V3 this maintenance issue is eliminated. The best solution is now to embed the calculator code directly into a HTML page. Since the code that makes the calculator appear does not change with updates, you would only need to do this install work once, and all updates would simply require the replacement of the calculator JS files. No manual editing is required.
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Financial Calculators at http://www.dinkytown.net
1730 New Brighton Blvd. PMB #111
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