The existing pricing process was manual, time-consuming, and inconsistent, making it difficult to ensure accuracy and standardization across multiple service domains such as Retirement, Investment, Protection, Estate/Tax, and Business.

We Complement wanted to:

• Eliminate human error in fee calculations.
  
• Speed up quote generation.
  
• Ensure transparency and consistency for both advisors and clients.
  

Create a tool that could easily adapt to future pricing models.

• Build an interactive pricing calculator that mirrors internal fee structures.
  
• Automate calculations for complex pricing rules (e.g., multi-domain discounts, extra product surcharges).
  
• Generate visual and exportable quotes in real time.
  
• Enhance accuracy, speed, and professional presentation for client proposals.

Discovery & Research

We began by mapping We Complement’s existing pricing logic — covering all service domains, fee tiers, and discount scenarios. Each rule was translated into an automated, no-code logic model.

Design & Architecture

A clean, step-by-step interface was created to guide users through three simple stages:

1. Configuration – Define base fees and pricing rules.
   
2. Case Selection – Choose domains, set complexity, and add product counts.
   
3. Quote Summary – Instantly generate a detailed, visual quote with breakdowns.
   

Development

• Implemented dynamic calculation logic in Bubble.io.
  
• Automated pricing rules such as multi-domain discounts and extra product surcharges.
  
• Integrated PDF export for easy quote sharing.
  
• Designed a visual quote breakdown with interactive graphs for clarity and transparency.
  

Launch & Handover

After internal testing and validation with advisors, the system was launched across the organization. Users can now generate accurate, branded quotes in under 2 minutes.

• Automated Fee Calculations – Instantly applies complex pricing rules.
  
• Step-by-Step Interface – Simple 3-stage flow: Configure → Select → Generate.
  
• Visual Quote Breakdown – Interactive charts showing domain-level costs.
  
• Smart Discount Engine – Automatically applies multi-domain pricing logic.
  
• PDF Export – Generates polished, client-ready quotes.
  
• Responsive & Scalable Design – Built for desktop and tablet use.

The new calculator transformed how We Complement’s advisors work:

• Quotes now take minutes, not hours.
  
• Zero manual errors, thanks to automated calculations.
  
• Improved client trust, with transparent, professional quote documents.
  
• Streamlined internal workflow, freeing the team to focus on client service.