Personal Finance Management Platform White-Label
Deliver efficient personal financial management services to your clients under your own brand with our white-label personal finance management app for iOS/Android. No need to start from scratch – go to market quickly and cost-effectively.
What is White Label PFM?
Pick and mix market-leading features for a white-label personal finance management app
4 transaction types
Simplify income, expenses, transfers, and refunds effortlessly.
Customizable wallets
Customize various wallet types, including bank accounts, credit, cash, eWallet, debt, or savings with real-time balances and transaction histories.
Net worth chart
The core generates visually appealing personal net worth charts, offering insights into users’ financial progress.
Personal finance dashboard
Let users stay informed with monthly trends and key information displayed prominently on the dashboard.
Monthly trend
Monthly trend identifies the difference between all expenses and incomes for the selected month.
Budgets
Set personalized spending limits across different categories and receive notifications when approaching the set limit.
Sync with banks
Connect accounts effortlessly for streamlined financial management.
Custom rules
Identify merchants by setting custom rules for enhanced organization.
Customizable categories
Create tailored categories under expense or income types to align with unique financial habits.
Enhance user experience with effortless transaction management
Income
Aid users in tracking and managing various income sources for a clear financial overview
Expenses
Help users monitor and categorize expenditures to maintain budget control
Transfers
Facilitate seamless fund movement between accounts for efficient money management
Refunds
Help users easily track refunds by creating “refund” transactions linked to original expenses, which adjust the amount that has actually been spent by the user
PFM app for better financial planning
Full financial control
Empower your users with complete financial control and a comprehensive view of their finances. With pre-built features, users can synchronize accounts, effortlessly track total balances, customize data representation with their preferred currency, and visualize net worth and monthly trends over time.
Budget setting
Our white-label core offers robust budgeting capabilities. Users can create budgets for individual or multiple categories with proposed limits based on their expenses. Whether opting for monthly or yearly budgets, users receive timely notifications as expenses approach the set limit.
Financial goals planning
Help your users take control of their financial future by enabling them to set and track their financial goals. Our white-label PFM solution provides users with the tools they need to define clear objectives, whether it's saving for a dream vacation, paying off debt, or building an emergency fund.
Integrate AI support assistant into white-label financial planning software
End-to-end integration
Kindgeek delivers end-to-end integration of an AI virtual assistant. Our experts analyze your business workflows, fine-tune LLM models to match your brand, and integrate the trained assistant into your communication channels and infrastructure.
Technical advisory services
Kindgeek offers in-depth technical support for AI assistant integration. We assess your needs, analyze workflows, and identify where AI can boost efficiency. Our experts craft a tailored strategy and guide your team through implementation.
