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, providing a comprehensive view of your financial landscape 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
AI assistant
Integrate AI assistants to provide personalized tips and guidance, enriching the user experience and enhancing financial literacy
Labels
Allow users to categorise transactions with custom labels, enhancing organisation and simplifying financial management
Goals setting
Empower users to set and track financial goals, facilitating savings, debt repayment, and investment strategies to achieve their aspirations
Wallet sharing
Enable effortless sharing of wallet information with family, partners, or financial advisors, fostering collaborative financial planning and management
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
Assist users in effortlessly tracking refunds by creating “refund” type of transactions which are linked to original expenses and 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 provides an A-Z integration of an AI-powered virtual assistant. Our experts study your unique business requirements and operational workflows and take care of LLM model fine-tuning to align it with your brand and customize it for your specific business needs. We ensure a seamless and efficient integration of the trained AI assistant into your communication channels and existing infrastructure.
Technical advisory services
Kindgeek offers in-depth technical support for AI assistant integration. We work closely with you to assess your requirements and analyze your workflows to identify areas where AI can streamline operations and enhance customer experiences. Our professionals provide you with a practical strategy and insights for AI support assistant integration tailored to your unique business needs and work with your team shoulder-to-shoulder, assisting them through the whole integration journey.
