Offer Your Own White-Label Version

Put your brand on a complete personal-finance and planning platform and offer it to your clients as your own — while we run the billing, provisioning, and technical support behind the scenes.

How it works

You get a branded version of Know Your Cashflow — your name, logo, and colors — that your clients use as your own product. You earn a share of what your clients pay, with the rate rising as your book grows. We operate the platform, bill and collect from your clients, and provide the technical support.

Who is this program for?

This program is ideal for financial professionals — advisors, planners, and cashflow consultants — who engage regularly with a sizable roster of clients. It's a powerful way to extend your brand into the sticky world of financial software, while gaining the ability to work hands-on with your clients' cashflow — modeling financial decisions for them to weigh before they commit. If you're just beginning to build a personal brand, the Independent Agent model is usually the better first step.

A powerful value-add for your practice

With your client's permission, they can grant you concierge access to build financial scenarios right inside their account — model a retirement date, a home purchase, a change in contributions — for them to review and compare against their real plan. It's a natural, high-value touchpoint that deepens client relationships and showcases your expertise, all under your own brand.

What we handle

The technology, hosting, billing and collections, account provisioning, and technical support — so you can offer a serious platform under your brand without building or operating one.