Finmagix.
Try the free checkup
HomeFinmagix PlatformModulesBlogFor partnersSign inTry the free checkup

For partners

Bring Finmagix to the people you already serve.

Credit unions, community banks, employers, employee unions, benefits providers, and CFP advisors all reach people who deserve plain-language financial thinking but won't get it from a glossy app or a $250k minimum. We work with each differently. No commission strings. No data resale. Same kind voice across every deployment.

Credit unions

Offer Finmagix as a member benefit. Members get a quiet, thorough thinking tool; you get a differentiator that doesn't require hiring planners.

What's included

  • White-label branding aligned to your credit union's identity
  • Single sign-on with your existing member portal
  • Quarterly engagement reports (aggregated, never individual member data)
  • Co-marketing kit — emails, in-branch cards, statement inserts
Talk to us

Community banks

A complement to your relationship banking model. Helps customers think clearly without competing with your trust or wealth desks.

What's included

  • Branded portal for retail banking customers
  • Hand-off paths into your existing services when customers want a real person
  • Compliance documentation for the disclosures and educational-purposes framing
  • Quarterly reporting on what topics customers are working through
Talk to us

Employers

A financial wellness benefit your employees might actually use — because it doesn't lecture them, doesn't shame them, and doesn't require them to attend a webinar.

What's included

  • Rolled out as part of your benefits package
  • Anonymous, aggregate participation reporting for HR
  • Optional onboarding session for your team (no upsell, no pitch)
  • Works alongside your existing 401(k) provider — we don't replace them
Talk to us

Employee unions

A benefit your members keep whichever employer they're with. Plain-language financial thinking, negotiated at the local or national level — no sales pitch, no product placement.

What's included

  • Offered as a member benefit, branded with your local's identity
  • Group onboarding sessions for stewards and members (no upsell, no pitch)
  • Aggregate, anonymous reporting — never individual member data
  • Membership stays with the member, not the job
Talk to us

Benefits providers

Add a financial wellness layer to the packages you already administer. Finmagix slots into your catalog without competing with the carriers you represent.

What's included

  • API and single sign-on integration with your benefits platform
  • Co-branded or white-label deployment per client
  • Per-employer reporting, aggregated and anonymous
  • Compliance documentation for the educational-purposes framing
Talk to us

CFP advisors

A scalable way to serve clients below your minimums — or to keep existing clients' between-meeting thinking organized in one place.

What's included

  • White-label deployment under your firm's name
  • Read-only view into client modules (with their permission)
  • Reduces inbound questions that don't need an advisor to answer
  • Designed to extend your reach, not replace it
Talk to us

Demo

See it before you commit.

Fifteen quiet minutes, your questions, no slides. We'll walk through the platform as your members or employees would see it — or you can poke around the free checkup yourself first.

Request a walkthroughTry the free checkup

What a walkthrough covers

  • The free checkup as your people would see it
  • White-label branding and single sign-on
  • What aggregate reporting shows, and what it never shows
  • Your questions answered plainly, with no follow-up sequence

Meet our Integration Partner

Star Knowledge is a leading IT consulting firm with deep expertise in enterprise identity modernization and access management. The firm architects and delivers end-to-end identity solutions — from large-scale customer identity migrations spanning hundreds of thousands of users and multi-application federations, to modern authentication frameworks using open standards like OIDC and SAML. Star Knowledge partners with Microsoft, Okta, Quest, Salesforce, and SAP to deliver solutions across leading enterprise platforms.

Contact us

Tell us who you serve.

A short note is plenty — who your people are and what you're hoping Finmagix could do for them. A real person reads everything that lands at support@finmagix.com, usually within two business days.

No commission strings. No data resale. If we're not the right fit, we'll say so.