Whitelabel AI Tool for Fintech Cos.
Add a Smart AI Financial Planner to Your Site - Boost Traffic, Engagement & Credibility.
Help your users generate rich financial reports, infographics, proposals & mini financial apps — instantly and effortlessly.
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No API Cost – Works right out of the box
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No Recurring Fees – One-time setup, lifetime ownership
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Fully Customizable – Match your brand, tone & logic
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Fine-Grained Precision – Designed for real advisor needs
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Free Installation – Works on any website or platform
Impress Clients & Capture Leads Instantly
Give visitors immediate value with interactive, intelligent tools tailored to their financial goals:
AI-Generated Financial Plans
Custom reports for budgeting, saving, investing, and wealth-building—automatically tailored per user.
50+ Smart Calculators
Precision tools covering tax, insurance, forecasting, and ROI planning.
Dynamic Charts & Infographics
Beautiful visual outputs designed for decks, reports, or shareable content.
Mini App Generator
Create embeddable, interactive financial tools—great for viral lead gen.
"AI Advisor" ChatBot
Real-time, expert-level advice and personalized recommendations.
No Hard Sell Needed
Let AI-powered tools convert cold traffic into qualified leads.
Boost Credibility & Client Engagement
Visitors stay longer, interact more, and trust your brand when you offer high-level, custom planning tools:
Longer visits → Greater trust
+3x engagement compared to standard financial sites
Repeat usage → Brand stickiness
Clients return 60% more often to interactive tools
Sharable tools → Organic traffic
Users share results 3x more than static content
Real results → Stronger conversions
Your site becomes more than a service—it becomes a financial planning destination.
Turn Engagement Into Revenue
Easily gate downloads or PDF reports to collect leads, then monetize your traffic:
Convert Tool Users
Turn engaged visitors into paying clients for your advisory services.
Upsell Premium Reports
Offer detailed PDF reports and analysis as premium products.
Monetize with Affiliates
Add affiliate links to recommended tools or investment platforms.
Fully monetizable with zero code or dev work required.
Automate. Scale. Grow.
Let AI handle the repetitive tasks so you can focus on growth:
Plan generation, 24/7
AI creates customized financial plans anytime, without your direct involvement.
Report formatting & visualization
Professional layouts and charts generated automatically.
Instant exports for client use
PDFs, spreadsheets, and shareable links ready in seconds.
Personalized advice with no manual input
You're not just automating workflows—you're scaling authority.
🚀 Seamless Setup. No Extra Fees.
Works with any site or platform—get started quickly with our expert setup:
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Works with any site: WordPress, Webflow, Custom
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One-time fee — No subscriptions or API costs
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Fully white-labeled: Your branding, domain, and tone
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Fast setup included — ready in days
🎯 Who This Is For
Professional finance experts who want to leverage AI without the technical hassle:
- Financial Advisors
- Wealth Consultants
- Tax Planners
- Retirement Experts
- Finance Coaches
- Fintech Startups
Why WealthBox AI?
| Feature | Standard Tools | WealthBox AI |
|---|---|---|
| Report Customization | Basic templates | Fully branded, AI-generated plans |
| Visuals & Charts | Manual/limited | AI-created infographics, reports, & tools |
| AI API Costs | $100–$300+/mo | $0 ongoing cost |
| Tool Variety | Basic calculators | 50+ tools: tax, ROI, investing & more |
| Automation | Minimal | AI-driven content & recommendations |
| Setup | Developer required | Fully installed for you |
| Pricing | Subscription-based | One-time fee, full ownership |
🚀 Limited Time Offer: 50% OFF!
One-time payment. Zero recurring fees. Lifetime ownership. 🔒
Includes full setup, 30 days of premium support, and lifetime access. Offer valid for a limited time only!
AI Financial Plan Generator
Super intelligent plan generator
Delivery in 2–3 Days
- Generate reports & infographics
- Presentations & Mini Apps
- Infinite design flexibility
- No ongoing costs
- Free Installation
Financial Calculators Suite
48 Tools (ROI, tax, savings, budgeting, etc.)
Delivery in 2–3 Days
- 48 specialized calculators
- Supports 15+ Currencies
- Premium design
- Fully customizable
- Free Installation
'Financial Advisor' ChatBot Assistant
Finance-focused AI assistant
Delivery in 2–3 Days
- 24/7 financial advice bot
- Customize anyway you want
- Launch multiple expert avatars
- No API Costs
- Free Installation
All-in-One Bundle
Save $200 vs buying separately
- AI Financial Planner Generator
- Financial Calculators Suite
- Financial Advisor ChatBot
- Free Installation + 2 Mo Support
- Dedicated Support
White-Label SaaS Launch Plan
With dashboard, Stripe, memberships
Launch your own fintech SaaS
- All tools + bots included
- Membership system & dashboard
- User roles, Stripe billing
- Fully branded SaaS solution
Add this AI Plan generator — to your website today!
Installation Included · You Provide Hosting + Domain
30-Day Priority Email Support