The Ultimate Lead Magnet for Getting New Clients
Boost customer engagement and acquisition by offering EveryIncome financial wellness benefits to your clients, prospects, and businesses.
What is EveryIncome for Professionals?2>
EveryIncome is a private-labeled learning platform that helps professionals provide financial wellness tools, education, and life events solutions to their clients, prospects, and businesses of all types.
Give your clients the tools and education they need
Sign up and offer your own custom-branded EveryIncome platform to your members. Don’t get left behind in today’s digital landscape — modernize your practice and create an on-demand online presence for your clients and prospects.
Create recurring subscription revenue with business affiliates
You can sell platform licenses to any number of businesses and you earn revenue on every recurring subscription from them. Employees of your affiliate businesses will all have fast and easy access to contact you from their Dashboards.
Our Happy Customers
What They’re Saying
Good for Your Business
- Cost-effective online engagement
- Client acquisition
- Client retention
- Business and brand reputation
Good for Your Clients
- Professional guidance
- Financial confidence
- Personalized financial education
- Personalized life events solutions
Exclusive Pro Private-Label Features
Use your colors, your logo, and your brand across the platform for a seamless user experience.
Feature Access Control
Enable or disable platform features to give your clients the perfect experience for your business.
Get real-time reporting of platform usage and identify trends across user engagement.
12-Mo Engagement Review
Review the service every 12 months — renewal is evaluated based on value delivered.
One platform, everything clients need to take control of their finances.
Alongside finance management tools, users get personalized, guided financial education and recommendations covering all kinds of life events and personal finance needs, tailored specifically for them.
Explore personal finance topics with interactive, guided Navigator Journeys — personalized just for you — and learn how to make the best of any financial situation, one step at a time.
Easily see all your financial accounts and information in one place with My Money — investment accounts, credit cards, bank accounts, and more!
Calculate payments, plan for savings, or work out how to take better control of any financial situation with our extensive list of financial calculators.
Learn how to take control of your financial future with our vast collection of articles and content in the Library.
Schedule a demo for more details
Fill out the form below to schedule a live demo to see the platform in action or to get more information about our features and professional offerings.
Are you ready to bring EveryIncome to your clients?
Your first 14 days are completely free! Get started today and give your customers the good news!
Ei Pro Basic
Questions or Comments?
Feel free to contact us to schedule a demo, discuss pricing options, or if you have any questions about the services.
Custom branded Ei Platform
Get your own private-labeled version of EveryIncome, where you can invite members (prospects, clients, friends, family, whoever you want) to sign up as users on your customized EveryIncome platform.
“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, prospects, friends, family, anyone you want!
Friends and Family seats
“Friends and family seats” refers to the number of extra member seats you get for allowing your members to give free accounts to their friends and family members. These “friends and family” accounts do not count toward your “Member seats” quota and are counted separately.
Get 1 business license per month that you can distribute to another business or organization so they can have their very own private-labeled EveryIncome platform.
Each business license provides free service for 6 months to the organization you give it to, with up to 100 active users per month.
Distribution rights for each business license are valid for one year. Business licenses that you don’t use in any given month will rollover to the next month, up to a maximum of 12 unused licenses at any given time.
Get 2 business licenses per month that you can distribute to other businesses or organizations so they can have their very own private-labeled EveryIncome platforms.
Each business license provides free service for 6 months to the organization you give it to, with up to 500 active users per month.
Distribution rights for each business license are valid for one year. Business licenses that you don’t use in any given month will rollover to the next month, up to a maximum of 24 unused licenses at any given time.
Get unlimited business licenses that you can distribute to other businesses or organizations so they can have their very own private-labeled EveryIncome platforms.
Each business license provides free service for 6 months to the organization you give it to, with up to 250 members.
Members of the business platform will have fast and easy access to contact you using contact information you provide.
Unlimited* Member seats
“Member seats” refers to the number of directly-sponsored members/users you can have signed up to your platform at any given time.
“Unlimited” Member seats refers to directly-sponsored individual clients or prospects. If offering your platform to an organization, sponsorship is limited to organizations with 500 members or less.
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 Sponsor get 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
- The Library
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 clients.
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 deal, as they should.
Affiliate revenue sharing
You can offer affiliate subscriptions to an unlimited number of businesses. For every business you sign up, you earn 50% of their recurring subscription revenue.
Employees of your affiliate businesses will have fast and easy access to contact you from their Dashboards. You can also offer webinars, newsletters, or other materials or events to your affiliate businesses.
Basic marketing support
This includes custom marketing assets, 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.
Enhanced marketing support
As well as including all the marketing assets that come with the Basic Marketing Support, Enhanced Marketing Support also includes:
- The option to have EveryIncome handle your marketing for you — everything from member invitation and onboarding efforts to promoting your brand to new lists of prospects.
- The option to have EveryIncome help market your brand to local businesses in your area.
- Support for more specific marketing-related requests.
Create your own content to show on the platform, exclusively for your members — this includes articles, blog posts, videos, and/or podcasts.
Custom Navigator Journeys
Create your own Navigator Journeys to show on the platform, exclusively for your members. These can be company-related Journeys to explain specific topics or any other kind of guide you want to make!
Custom Development Time
You get as many hours as specified to use as needed towards custom development for your platform. This includes things like custom landing pages, seamless sign-on integration, company-specific feature enhancements, or other custom development.