Advisor Marketing Tools

In the new Subscription Economy, customers demand a clear picture of the value you will deliver. Now you have a tool to just that.

Powerful Features

Lead Generation

Once potential customers start using your calculator, they want to learn more. That’s when you can use the calculator’s built-in lead-generation feature to automatically plug users into your CRM system.

Executive-Ready Reports

Mainstay’s cloud calculators produce dynamic, graphics-rich PDF reports, empowering prospects to present a convincing case to executive stakeholders.

Market Intelligence

Every time a prospect uses your calculator you’ll gether key data about your potential customers and addressable markets. Log into our online portal to keep tabs on everything.

Web Analytics

Track who’s using your value tools, and visualize usage by geography, language, hit rates, operating system and more.

How it Works

Simple to use, Mainstay’s Value Calculators and Assessment Tools generate remarkably accurate estimates of the business value your products and services deliver.

Hosted in Mainstay’s highly available, secure cloud environment, prospects can start using your value calculator right away – on their own. The tools feature 100% custom UI/UX that leverage your brand and works and looks great on any mobile device or desktop computer.

Within minutes, your prospects and customer can find out:


How much they could save using your products and services


How much additional revenue they could drive


Estimated value of other benefits such as customer retention and time to market


Readiness assessments for new technology and solutions


“Mainstay's cloud-based value calculators are a critical part of our pre-sales strategy.”

– Leading internet technology provider