Documentation Index

Title Summary Document Category Version Download
Design Customization Guide A three-tier framework for matching the calculator platform to your institution's brand, from global color and font changes to element-level styling and custom restyle work. Getting Started May 2026 PDF icon Fintactix_Calculator_Design_Customization_May2026.pdf
Fintactix Calculator Implementation Guide Complete technical reference for embedding Fintactix Financial Calculators — Smart Embed system, embed code generator, accordion and tab implementations, CMS integration, analytics, accessibility, troubleshooting, and SEO. Embed & Implementation June 2026 PDF icon fintactix-calculator-implementation-guide_v2_3_June2026.pdf
Fintactix Category Hub Implementation Guide A customer-facing guide to embedding a full calculator category from a single snippet — layouts, deployment, SEO, and troubleshooting. Embed & Implementation June 2026 PDF icon fintactix-category-hub-implementation-guide_v1_2_June2026.pdf
GA4 Integration Guide How the built-in GA4 event tracker captures calculator engagement on your site. Covers the six tracked events, custom dimensions and key events to register in GA4, CTA tracking behavior, and suggested reports. Analytics Integration April 2026 PDF icon Financial_Calculator_GA4_Integration_Guide_April2026.pdf
Fintactix Data Studio Analytics The Fintactix Financial Calculator Analytics Client Setup Guide walks institutions through connecting their own GA4 property to the Fintactix Data Studio dashboard template for independent, institution-owned calculator reporting. Analytics Integration April 2026 PDF icon Fintactix_Data_Studio_Analytics_Setup_Guide_April2026.pdf
Accessibility Compliance Statement WCAG 2.2 Level AA compliance statement for the Financial Calculator library. Covers audit methodology, results across all 88 calculators, and white-label customization responsibility. Accessibility & Compliance May 2026 PDF icon Fintactix_Calculator_Accessibility_Compliance_May2026.pdf
Rate Engine Implementation Guide How the Rate Engine keeps your calculators' starting rates current. Covers the two hosting models, the JSON schema, merge behavior, and what to send Fintactix during onboarding. Advanced & API April 2026 PDF icon Rate_Engine_Implementation_Guide_April2026.pdf