MoneyOS White Label Financial Planning App

Advise your clients through your own financial planning app.

For Advisors

Manage your client’s finances, chat, video call, and screenshare with your clients through the Admin Dashboard

Try the admin dashboard:

https://web.piggy-whitelabel.com/admin

Email: admin@piggy.com

Password: Piggy123

MFA Code: 111111

Coming Soon

Advisor Mobile App

(Feb 2025)

For Clients

Organize

Connect all of your bank accounts and investment accounts.

Organize your incomes, expenses, assets, and liabilities however you want.

Plan

Project your finances into the future on an item-by-item basis, and as a whole.

Chat

Message, video call, and screenshare with your financial advisor.

Send images and files.

And

View your Cashflow Statements and Balance Sheets.

View estimated Taxes.

Organize your transactions.

And much more!

Coming Soon

Desktop Web App for Clients

(Jan 2025)

Demo Video

Try the client app:

Piggy Client

Test credentials:

Email: client@piggy.com

Password: Piggy123

MFA Code: 111111

White Label Specs

  • 2-week white label deployment timeline

  • Weekly app updates with new features

  • Sub-1-day bug fix turnaround

  • Standardized white label license