CoreStates Tools

The first step towards reaching your ideal lifestyle is preparing the best method to get there. Our personal finance tools and software are designed to help answer your investment questions.

Investor Tools - These short questionnaires will help CoreStates better understand your financial tendancies as an investor

Calculators - Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators stand out!

Financial Glossary - Full and complete definitions and related financial terms!

Energy IQ - Find out if you know as much as you think you do