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.

Personalized Dashboard

Easily see your information and recommendations from your customized dashboard and get quick access to the tools around the site.

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.

Glossary

Improve your finance vocabulary with an easy-to-use Glossary of personal finance terms, including a new Word-of-the-Day on your Dashboard every day.

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.

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.