02 · White-label Agents

Embed Exnet agents on your own site.

Iframe deployment with your logo, color palette, and exclusive advisor routing. Users stay on your domain; plans land in your team's inbox.

Starting from

$129/ agent / mo

Per-agent monthly pricing — pick what fits

Setup time

Same-dayafter subscribe

Immediate access once payment confirmed

Contract

Monthlycancel anytime

No setup fee, no lock-in, no minimums

Pick the agents to embed under your brand

Each agent is a separate monthly subscription. Mix and match as your firm grows — add or remove agents anytime.

Sustainability

ESG Agent

Climate exposure analysis and SFDR-aligned sustainability scoring.

From $194 /month

Includes

SFDR-aligned scoring
Climate exposure metrics
Advisor-ready output
Routes to your team

Add Agent

Most requested

Retirement planning

Retirement Agent

Retirement plan, 401(k) and IRA strategy with consolidation insights.

From $129 /month

Includes

Retirement plan output
401(k) / IRA strategy
Advisor-ready routing
Routes to your team

Add Agent

Tax optimization

Tax Agent

Tax assessment, harvesting opportunities and optimization plan.

From $129 /month

Includes

Loss harvesting opportunities
Annual tax plan
Advisor-ready routing
Routes to your team

Add Agent

New portfolios

Portfolio Builder

New portfolio plan, allocation strategy and investment recommendations.

From $194 /month

Includes

Allocation strategy
Risk-weighted holdings
Advisor-ready routing
Routes to your team

Add Agent

Existing portfolios

Portfolio Health

Portfolio health report, alignment review and rebalancing recommendations.

From $194 /month

Includes

Health score + diagnostics
Rebalancing plan
Advisor-ready routing
Routes to your team

Add Agent

Everything included

Every White-label subscription includes

1
Branding
Your logo, color palette, and copy overrides. Users never see Exnet branding.
2
Hosting
Iframe deployment with a fallback URL. Users complete the journey on your domain.
3
Routing
Plans land in your team's inbox via email or webhook. Never routed to third parties.
4
Contract
Monthly billing, cancel anytime. No setup fees, no long-term commitment.

Selected0 agents

Monthly total$0/mo

Embed Exnet agents on your own site.

Pick the agents to embed under your brand

Every White-label subscription includes

Review your subscription