Piggy White Label Financial Planning App
Advise your clients through your own financial planning app.
Apps For Your Clients
Organize
Organize your incomes, expenses, assets, and liabilities in a folder system.
Plan
Project your finances into the future.
Chat
Message, video call, and screen share with your financial advisor.
Connect
Connect all your bank and investment accounts with Finicity and Plaid.
And
Get estimated Taxes.
Organize your transactions.
View your Cashflow Statements and Balance Sheets.
…much more!
Available on Desktop Web
Try the iOS, Android, and Web apps:
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
SOC 2 Security Compliance
Audit in Progress
For Advisors
Access your client’s finances, chat, video call, and screenshare with your clients through the Admin Dashboard.
Admin Dashboard available on Desktop Web, iOS and Android
Video Call & Screen Share
View your client’s account
Try the admin dashboard:
https://web.piggy-whitelabel.com/admin
Email: admin@piggy.com
Password: Piggy123
MFA Code: 111111