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White-Label · Advisory Firms

Give Every Advisor
the Intelligence to
Grow Their Book.

Finoveo's white-label PFScores platform turns client engagement into cross-sell intelligence — so your advisors know who's ready, what they need, and when to reach out.

Deploy in 90 Days
Know When Clients Are Ready
Zero IT Lift
See How It Works
Client Intelligence Dashboard Sample data
34
Score Improved
▲ 12 new
91%
Retention
▲ 6 pts
Top Opportunities
JM
J. Morrison Annuity Ready
SR
S. Rivera Estate Planning
TK
T. Kim At Risk
"Show me clients over 55 with no estate planning product…"
✓ Found 18 clients — avg AUM $380K
The Platform

Not a CRM add-on.
A client intelligence engine.

Finoveo is designed for advisory practices that want to grow AUM, increase retention, and help every advisor perform like your best advisor — without adding headcount.

Deepen Client Relationships
Give every client a branded financial health score app — a reason to engage between annual reviews and stay loyal to their advisor.
Identify Cross-Sell Signals
Know which clients are ready for annuities, insurance, or estate planning — before they start shopping around with another firm.
Grow AUM & New Clients
Use the white-label PFScores app as a prospecting tool — give high-value prospects a free score and convert them before a competitor does.
Your Brand. Zero Lift.
Fully white-labeled under your firm's brand. No new tech stack, no IT lift — your name, your clients, your data.
What's Inside

Three capabilities.
One unfair advantage.

01
Real-Time Client Engagement Analytics
See which clients are actively using the app, their financial health trajectory, and product readiness — live. Your advisors get a prioritized list of who to call today, surfacing opportunities the moment they appear.
Live Data
02
AI Query Engine
Ask plain-language questions across your entire book of business and get instant answers. “Show me clients over 55 with a PF Score above 720 and no estate planning product.” No analyst. No SQL. No wait.
AI-Powered
03
White-Label Ready in 90 Days
Your firm's name, your colors, your app store listing. Minimal IT involvement, no core system changes. From signed contract to a client-facing app your advisors are proud to share — in under three months.
90-Day Deploy
The Problem We Solve

Traditional client engagement
is failing advisors.

Robo-advisors and fintechs are winning the next generation of clients. Finoveo is how your advisors fight back — with a tool that keeps clients engaged year-round, not just at the annual review.

✕
Clients disengage between annual reviews, making them vulnerable to competitor poaching
✕
No visibility into which clients are financially ready for new products until it’s too late
✕
Robo-advisors and fintechs are winning younger, digitally-savvy clients on price alone
✕
Advisors spend more time on admin than on proactive, revenue-generating client outreach
Finoveo keeps your clients close.
Deploy a white-label engagement tool in 90 days that gives every client a reason to check in monthly — and gives every advisor the intelligence to act on it.
White-Label · Deploy in 90 Days

Give your advisors
the edge to win more.

Deploy a white-label client intelligence tool that helps every advisor in your firm grow their book — with zero IT lift.

White-labeled under your firm's brand
AI query engine & live dashboard
90-day rollout, minimal IT
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 does Finoveo help financial advisors grow?

Finoveo gives each advisor a branded financial-health app that attracts and qualifies prospects, then reveals the financial picture behind every user — richer, more current data than a traditional CRM.

Is Finoveo a CRM?

No — and your CRM has nothing to do with Finoveo. Finoveo gives you a separate back-end dashboard with analytics and a built-in query tool that lets you surface cross-sell opportunities from your clients’ financial-health data. It doesn’t connect to, depend on, or organize your CRM.

Can advisors brand Finoveo as their own?

Yes. Finoveo is fully white-labeled to each advisory firm’s brand across web and mobile and typically launches in about 90 days.