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White-Label · 401(k) / TPA Firms

One Platform.
Thousands of
Plan Sponsors.

Offer every plan sponsor an education-only financial wellness platform — white-labeled under your firm. Scored the way a financial planner would, fundable from an existing budget, live in 90 days.

Education Only
Funded by Existing Budget
No IT Integration
See How It Works
Plan Sponsor Reach Sample data
Plan Sponsors
▲ Across your book
90d
To Go Live
▲ No IT lift
$0
New Budget
▲ Existing budget
Participant Wellness Pillars
RS
Retirement Savings On Track
DB
Debt & Budgeting In Progress
EF
Emergency Fund Needs Focus
"How do I get my employer match without overextending my budget?"
✓ Coach AI — personalized, education-only answers
The Platform

Not another recordkeeper tool.
A participant wellness engine.

Finoveo is a white-label financial wellness platform for TPAs that want to differentiate every plan they administer — scored the way a financial planner would, deployed under your brand, with zero new IT integration.

Scale Across Every Plan
A single rollout puts your branded wellness app in front of every plan sponsor on your book — and their participants — with no plan-by-plan setup.
Education Only, by Design
Participant financial-wellness education — not advice. Fundable from an existing financial education budget, so it adds no new cost line.
Win & Retain Plans
Give sponsors a reason to choose — and stay with — your firm. A modern wellness benefit that backs up the service edge the big recordkeepers can't match.
Your Brand. Zero Lift.
Fully white-labeled under your firm's name. No core system changes, no IT lift — live in 90 days under your brand.
What's Inside

Six wellness pillars.
One education platform.

01
Financial-Planner Scoring, Built In
Every participant gets a financial health score and personalized education across six pillars — Earn, Invest, Spend, Save, Debt and Protect — scored the way a financial planner would, not to sell products.
Education
02
Coach AI for Every Participant
Participants ask plain-language questions and get instant answers about their own score — from “what is dragging my score down” to “what does my Save score mean” — available 24/7, in their pocket.
AI-Powered
03
White-Label Ready in 90 Days
Your firm's name, your colors, your app store listing — deployed across your entire book of plans. No integration with the recordkeeper or payroll required. From contract to live in under three months.
90-Day Deploy
The Problem We Solve

Plan sponsors expect more
than recordkeeping.

Sponsors increasingly judge their plan by the participant experience — and expect the kind of modern app the mega-recordkeepers tout. Finoveo puts that benefit under your brand, so the service edge you already offer finally has a product to match it.

✕
Sponsors compare you to recordkeepers offering slick participant apps you can't match alone
✕
Building a financial wellness tool in-house is costly, slow, and outside your core business
✕
Participants stay disengaged from their plan, hurting outcomes and the metrics sponsors watch
✕
Adding a new benefit usually means a new budget line — a hard sell to cost-conscious sponsors
Finoveo makes you the obvious choice.
Deploy a white-label, education-only wellness platform across every plan in 90 days — funded from an existing budget, with no IT integration and no new cost line for sponsors.
White-Label · Deploy in 90 Days

Differentiate every
plan you administer.

Give every plan sponsor an education-only financial wellness platform under your brand — funded from an existing budget, with zero IT integration and measurable engagement from day one.

White-labeled under your firm's brand
Education only & Coach AI included
90-day rollout, no IT integration
Download on the
App Store
Get it on
Google Play
pfscores
Or use it on the web
pfscores.com
Learn more at finoveo.com
FAQ

Frequently Asked Questions

How do 401(k) TPAs use Finoveo?

Third-party administrators deploy Finoveo as a white-label, education-first financial-wellness platform for plan participants. It engages participants across saving, investing, spending, debt and protection, and surfaces financial-health data for the TPA.

Does Finoveo give financial advice?

No. Finoveo is education-only for the 401(k) TPA use case. It educates participants and measures financial health without providing individualized investment advice.

Can one Finoveo deployment serve many plan sponsors?

Yes. A single white-label Finoveo platform scales across thousands of plan sponsors and participants under the TPA’s brand.