White-label the Psychnex platform under your brand. Your clients see your logo. Your domain. Your colors. Behind it? Six AI advisors, behavioral finance profiling, and enterprise-grade compliance — all running on our infrastructure.
What Is White-Label?
Your Brand Everywhere
Your logo, color palette, fonts, domain (platform.yourfirm.com), welcome emails, and terms of service. Psychnex is invisible.
Six AI Advisors Working for You
Tax, investment, estate, behavioral finance, protection, and relief — all personalized to each client's FinPsych profile. Under your brand.
We Handle the Hard Stuff
Infrastructure, security, SOC 2 audits, encryption, AI model updates, feature releases, bug fixes, compliance monitoring. You focus on clients.
You Keep the Revenue
Set your own subscription prices. We charge a flat partner fee or a revenue share. The margin is yours. Average partners add $120K–$360K in annual recurring revenue within 12 months.
Your Firm Platform
platform.yourfirm.com
30 Days
To Launch
$120K+
Avg Annual Revenue Added
What You Get
Not a stripped-down version. You get the full Psychnex platform — every advisor, every feature, every security control — wearing your brand.
Your logo, your colors, your domain. Clients never see Psychnex. They see your firm — just with superpowers.
Tax, investment, estate, behavioral finance, protection, and relief advisors — all answering to your brand.
Your clients get personalized financial psychology assessments. You get insights that make you indispensable.
We handle the security audits, encryption, and regulatory headaches. You handle the client relationships.
A named CSM guides your 30-day launch, trains your team, and checks in quarterly. You are never alone.
Set your own client pricing. Keep the margin. We charge a flat partner fee or revenue share — you choose.
30-Day Launch Plan
Our dedicated CSM guides you through every step. We have done this enough times to know exactly what can go wrong — and we prevent it.
Week 1
Send us your logo, colors, and domain. We configure your branded staging environment.
Week 2
Import your client list. Connect QuickBooks, Lacerte, or your existing stack via API.
Week 3
Your staff completes certification modules. Live Q&A with your dedicated CSM.
Week 4
Soft-launch to champions. Full rollout with co-branded email campaign and support.
Partnership Tiers
Start as a referrer. Grow into a reseller. Graduate to white-label. Scale to strategic. Upgrade anytime.
Individual CPAs, bloggers, affiliates
Earn while you introduce
Small firms (50–200 clients)
Co-branded, shared revenue
Mid-size firms (200–1,000 clients)
Your brand. Our engine.
Large firms (1,000+ clients), multi-office
Equity + territory exclusivity
FAQ
The most common questions we hear from firms evaluating white-label partnerships.
Apply Now
No commitment required. We review applications within 5 business days and schedule a discovery call to understand your firm's goals.
Behavioral finance advisory is the next frontier. The firms that launch white-label platforms in 2026 will set client expectations for the next decade. Be the firm that defines the category in your market.
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