FormulaForge
For Financial Advisors & Wealth Managers

Your spreadsheets deserve a better delivery mechanism than email.

FormulaForge converts proprietary financial calculation spreadsheets into clean, professional web apps — so your clients get a tool, not a file attachment.

Preserves your formulas exactly Mobile-responsive output Client login ready
Before — Spreadsheet
Chaptimizer.xlsx — Microsoft Excel
Asset ClassWeight %Return %Risk Score
Equities45.08.2MEDIUM
Bonds30.04.1LOW
Real Estate15.06.8MEDIUM
Cash10.02.0LOW
fx: =SUM(B2:B5) =SUMPRODUCT(B2:B5,C2:C5) =STDEV(C2:C5)
After — FormulaForge Web App
Portfolio Optimizer
Asset Allocation
Equities
45%
Bonds
30%
Real Estate
15%
Cash
10%
Portfolio Return6.18%
Risk Score0.64
Sharpe Ratio1.42

From spreadsheet chaos to professional-grade tools.

Your calculation logic is sound. The spreadsheet is the problem. FormulaForge keeps your formulas intact and wraps them in an interface your clients actually want to use.

Upload

Drop in your .xlsx or .csv. Your formulas, conditional logic, and data structure come with it — no rebuilding required.

Configure

Pick your input fields, set the output display, add your branding. The calculation engine is already done.

Deploy

Get a live, mobile-responsive web app on a secure URL. Share it with clients. Done.

Built for the way financial advisors actually work.

Formula Fidelity

Every calculation — NPV, IRR, PMT, SUMPRODUCT, IF conditions — preserved exactly as you built it. No translation, no approximation.

Client Portal Ready

Add authentication. Set role-based access. Your clients log in, input their data, and get their results — without sending files.

White-Label Output

Your logo, your colors, your fonts. Clients see your brand, not a third-party tool. Every interaction reinforces your firm.

Secure by Default

SSL encryption, access controls, and secure data handling. Your clients' financial inputs stay private and protected.

Works on Every Device

Built mobile-first. Your tool looks and works great on a phone, tablet, or desktop — because your clients use all three.

Embeddable Anywhere

Drop your calculator into your existing website with a single snippet. Keep all your traffic on your domain.

Trusted by financial professionals

Built for advisors who've been refining their models for years.

Trusted by financial professionals
Advisor-ready

Get your advisor-ready calculator link.

Drop your email and we'll send you a private link to the Portfolio Score Calculator — ready to share with clients.

Built for professionals who build their own tools.

Financial advisors and wealth managers spend years refining their calculation models. These are proprietary — built from experience, not bought off a shelf. The problem is getting them to clients without emailing a file that goes unopened, gets outdated, or breaks on a different version of Excel.

FormulaForge exists so you can deliver your tools the way a software company would — without hiring one.

  • Wealth management firms with custom portfolio models
  • Financial advisors with proprietary scoring tools
  • Estate planning attorneys with calculation workflows
  • CPA firms with client-facing tax projection tools
Chapwood Portfolio Score
Chapwood Portfolio Score
0.61
Exceeds benchmark by 3.2 pts. Strong risk-adjusted performance.

"Every financial advisor with more than five years in the business has built something in Excel that works better than anything sold as a product. The problem isn't the model. It's that the delivery mechanism is a file attachment."

The FormulaForge View

73%
of advisors say clients struggle to understand spreadsheet outputs they send them
4+
versions of the same spreadsheet exist across different clients at any given time
$0
spent on the delivery mechanism for what may be a firm's most valuable proprietary tool

Your calculation logic is already good enough. It just needs a better shell.

The formulas work. The models are solid. The only thing missing is a clean, professional interface that makes your clients take the tool seriously — and actually use it.

FormulaForge is how you turn years of spreadsheet refinement into a client-facing product without hiring a developer or rebuilding anything from scratch.