Deepen member relationships
Give members a reason to engage beyond transactions. Financial wellness tools increase product adoption, loyalty, and lifetime value.
Partnership program
Offer financial wellness to your community
White-label or co-branded financial planning tools for credit unions, community banks, employers, and CFP firms.
Why partner with us
Your members deserve a complete financial picture
Most financial institutions offer account access. Finmagix gives your members the planning tools to understand their entire financial life.
Differentiate from competitors
Offer something the big banks don't. A personalized financial planning experience that genuinely helps your members improve their financial health.
Reduce financial stress
Financially stressed members and employees make poorer financial decisions. Finmagix helps them find clarity and take action.
White-label ready
Your brand, your members, our technology. Full co-branding available on all partner tiers. Deploy in days, not months.
Partnership options
Flexible partnership structures for every type of institution.
Credit unions & community banks
Member financial wellness benefit
Give every member access to 12 financial planning modules as part of their membership. Deepen engagement, improve financial outcomes, and differentiate your institution from larger banks.
- All 12 planning modules
- White-label branding available
- Member analytics dashboard
- Dedicated onboarding support
Employers
Employee financial wellness program
Reduce financial stress in your workforce. Employees with strong financial health are more productive, more engaged, and less likely to leave. Finmagix gives every employee a personalized financial plan.
- All 12 planning modules per employee
- Anonymous usage reporting
- HR dashboard and utilization metrics
- Custom SSO integration available
CFP advisors & RIA firms
Planning tool for your clients
Use Finmagix as your client onboarding and ongoing planning tool. White-labeled with your firm's branding. Give every client a comprehensive financial assessment before their first meeting.
- White-label client portal
- All 12 planning modules
- Client PDF reports with your branding
- Bulk client management dashboard
Interested in partnering?
Tell us about your organization. We respond within one business day.
For educational purposes only. Not financial advice.