Financial Empowerment
For
Everyone
Personalized financial education and management that’s great for you, perfect for your clients or employees — EveryIncome is for everyone.
What is EveryIncome?
Offer your own custom-branded platform of financial education and management tools to your clients, employees, prospects — whoever you want.
EveryIncome is for Everyone
Affordable
Starting at only $19/mo, providing your own financial management suite for your employees, clients, or prospects has never been more affordable.
Accessible
Getting set up is fast and easy — anyone can get started with EveryIncome. Access the platform any time from your desktop or mobile device.
Automated
Setting up your platform only takes a few minutes, and after inviting members, there is no ongoing maintenance or work required.
Platform Member Features
Your members get a full range of financial education and management benefits — everything from interactive educational courses to budgeting tools and calculators — all custom branded for your organization.
EveryIncome Navigator
Explore personal finance topics with interactive, guided Navigator Journeys and learn how to make the best of any financial situation, one step at a time.
My Money
Easily see all your financial accounts in one place — investments, credit cards, bank accounts, and more! Set up budgets, goals, track income/expense trends, and more!
Financial Calculators
Calculate payments, plan for savings, or work out how to take better control of any financial situation with our extensive list of financial calculators.
The Library
Learn how to take control of your financial future with our vast collection of articles and content in the Library, with recommendations provided based on your interests.
Plans and Pricing
Get started for free, cancel anytime. Save 34% with a yearly subscription! Feel free to contact us about a custom plan for your business or for larger volume discounts.
Frequently Asked Questions
Financial account details are private and only visible to the user who has linked the account. No one at EveryIncome has access to your password or any financial institution credentials for any members or admins. Financial credentials are never stored or used on our servers. All financial institution information is accessed directly to/from your bank or other financial institution through Envestnet | Yodlee®, a world-leading financial data aggregator that is used by many banks themselves. For more information, see Yodlee's privacy policy here and our Privacy and Security page. EveryIncome only reads data from your financial accounts to organize and display useful information for you and has no ability to transfer money or otherwise make changes to your financial accounts or assets. All financial institution information is accessed directly from your bank or other financial institution through Envestnet | Yodlee®, a world-leading financial data aggregator that is used by many banks themselves. For more information, see Yodlee's privacy policy here. As a platform admin, you can see member usernames, email addresses, and the time and date of their last login. You also have access to anonymous user analytics like how many users have logged in to your platform during a calendar month, but you can not see detailed site activity and you don't have access to any of their financial account information or other personal information. EveryIncome respects the privacy of all our users. If your organization is looking for a custom plan with a greater number of member seats or you would like to work out custom payment options, feel free to contact us or schedule a demo to discuss your specific needs. Is personal and financial information private and secure?
Can EveryIncome make changes to my financial accounts?
Can I see my members' financial information or their activity on the platform?
What can I do if none of the offered plans suit the needs of my organization?
Want to learn more?
Contact us to schedule a quick demo to see how EveryIncome can work for you.
Questions or comments?
Feel free to contact us anytime.
Want the latest EveryIncome insights?
Enter your email address for more information.
Custom branded Ei Platform
Get your own private-labeled EveryIncome platform, where you can invite people (clients, employees, prospects, friends, family, whoever you want) to sign up as members on your customized EveryIncome platform.
Member seats
“Member seats” refers to the number of members/users you can have signed up to your platform. You can add anyone as a member — clients, employees, prospects, friends, family, anyone you want!
Price per seat
This is the calculated price per member seat per billing period — either monthly or yearly — for the selected plan (the price of the plan divided by the number of member seats included).
14-day free trial
When you create your account and sign up, your first 14 days are free. You can cancel any time. Your first payment isn’t due until after the end of your free trial.
Full access to all features
Get access to all the features offered on EveryIncome instantly when you create your account and sign up for a plan.
As well as having all the regular EveryIncome tools and features, admins of your platform get some basic account and member statistics, customized promotional materials, and other admin-related information.
Features included for you (as an admin) and your members (whoever you invite to your platform):
- Personalized Dashboard
- EveryIncome Navigator Journeys
- My Money
- Financial Calculators
- Financial Glossary
- The Library
Feature customization
You can customize which tools or features you want to have available on your private-labeled platform — tailor the experience to fit you and your members.
Platform hosting and support
We take care of all the web hosting so that you don’t have to. Hassle-free hosting, website maintenance, and ongoing support all come with the platform, as they should.
Marketing support
This includes custom marketing media, example messaging, and HTML templates that you can use to craft your own marketing campaigns, use across your website, or within other social communications. This also includes ongoing support and guidance from EveryIncome if you have questions.
Custom Content
Create your own content to show on the platform, exclusively for your members — this includes articles, blog posts, videos, and/or podcasts.