Custom Financial Calculators for Asset Managers
Hedgeness provides customizable tools and calculators that enable digital storytelling to position investment products, portfolio strategies, and broader financial solutions for growth, accumulation, tax awareness, and long-term planning.
These experiences help translate complex financial product concepts into clear, guided interactions.
Tailored to your products and strategies
Deploy across digital channels
Turn complexity into guided conversations
Plan for what’s next
Customization
Deep customization for seamless user experience, product positioning, and financial solution value communication.
Collaborate with marketing teams for:
- Brand alignment
- Product-specific or advance strategy messaging
- Strategic digital storytelling
- Enhanced value proposition communication
Bring out the nuanced strengths of your investment products and financial offerings through tailored digital engagement experiences.
API
All calculations are API-based, allowing asset managers to implement them across multiple websites, advisor platforms, product microsites, and digital experiences.
Our API engine supports calculations for:
- Mutual funds
- ETFs
- SMAs
- Alternative investments
- Structured products
- Multi-asset strategies
- Tax-aware investment scenarios
- Portfolio growth and withdrawal strategies
This flexible infrastructure allows for scalable deployment across diverse distribution and engagement channels.
Funds
Investments
Products
Strategies
Scenarios
Withdrawal
Platforms
Microsites
Experiences
Understand
- Distribution strategies
- Advisor journeys
- Investor education goals
Define
- Marketing pathways
- Sales enablement opportunities
- Digital engagement requirements
Deliver
- Software
- Calculators
- Multi-channel engagement
Process
To deliver digital tools that bring out the broader value proposition of your asset management business and product suite:
We work upfront with firms to understand:
- Distribution strategies
- Advisor journeys
- Investor education goals
- Marketing pathways
- Sales enablement opportunities
- Digital engagement requirements
Within that strategic framework, Hedgeness conceptualizes and delivers software and calculators designed to strengthen financial product engagement across multiple internal and external channels.
Enterprise Digital Engagement for Asset Managers
Our custom calculator solutions help asset managers:
- ✓ Enhance advisor engagement
- ✓ Support product education
- ✓ Improve digital lead generation
- ✓ Strengthen product positioning
- ✓ Scale across institutional and intermediary channels
- ✓ Modernize financial product marketing through interactive technology
Engagement
Education
Product Marketing
Generation
Intermediary Channels
Positioning