A Proven White Label PFM.

PowerWallet Plus offers an integrated Personal Financial Management (PFM) platform for businesses and organizations. The PowerWallet Plus PFM White Label Program’s financial technology empowers your employees, customers or members to take financial control with a holistic view of their assets, liabilities, cash flow, goals and budgets. It engages and empowers.

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onePlace
See your BUDGETS at any time.
alerts
All your accounts in ONE PLACE.
cashflow
Monitor your CASHFLOW
cashflow
Track BILLS and get due date ALERTS

A Complete PFM Solution

As a Fin Tech company, our proven, trusted white label PFM gives businesses and organizations instant engagement with their employees, customers or members. Our white-labeled PFM product helps consumers manage all of their finances from a single location. In addition to our standard features, the platform offers optional features such as single-sign-on capabilities and client co-browse options. It drives relationships and creates a sticky environment. As financial technology partners, PowerWallet supports your brand, positioning you as an enabler and advocate.

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Employers

Employers can benefit by using our platform to offer their employees a Financial Wellness Program . The increasing focus on financial wellness offers tremendous potential for an employer to improve the financial wellbeing of its employees while benefitting from a substantial ROI.

  • Reduced Absenteeism
  • Increased retention
  • Employee loyalty
  • Reduced 401(k) loan usage
  • Reduced financial stress
  • Improved productivity

Businesses

  • Increased Customer Retention You will find out that PFM users, having set up their accounts, budgets and goals within your site, will have less incentives to defect to a competitors thus impacting your brand loyalty.
  • Cross-selling Opportunities Your customers will start spending more time on your site. This will provide a very fitting context to present those visitors with relevant product offers. Add as a bundled service helping to sell your premium programs.
  • Data Aggregation and Reporting Rich transaction data offers aggregate views and modeling of DATA collected through the process, which creates huge value and potential.

Organization Members

The PowerWallet Plus PFM helps associations; organizations and other entities provide more value to their users. Increase your organization’s relevance through our innovative PFM engagement tool and ensure your members are getting a higher return for the membership dues they pay. The Engagement Platform considers users’ financial profiles, aggregated data, spending habits and goals, to help you present relevant financial solutions. Gone are the days when members join an association without expecting value added benefits.

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About Us

South Florida-based PowerWallet Plus is a technology company offering an evolved white label personal financial management (PFM) solution designed to provide a proactive approach to personal financial management for employees, customers and organization members. PowerWallet Plus was founded in 2011 by a team of tech-savvy entrepreneurs with more than 40 years combined experience in the financial services industry. The team originally developed the highly successful PowerWallet.com solution for B2C deployment. Because of this success, the PowerWallet Plus team realized a need in the marketplace for a progressive PFM white label B2B version to address the needs of businesses wanting their own PFM platform, but either didn't have the time or resources to develop their own.