Two ways to put My Money Vision in front of your families.
Solo is the whole standard library under your logo, bought with a card and live today. Branded is the platform in your firm's likeness, set up with us. The line between them is white label.
Two months free against monthly
For one advisor who wants clients and their adult children learning this week. No white label: your logo, our colors.
- Every lesson, course and handout in the standard library
- Invite up to 25 families
- Three logins: you, plus two for your team
- Your logo on the member app and handouts
- Shareable signup link, invitations and CSV import
- Engagement and progress view for every family
- Compliance packet for your broker-dealer or RIA
- Cancel any time from your settings
Secure checkout by Stripe. No call, no invoice, no contract.
Annual agreement, priced per advisor seat
White label. The app, the handouts and the emails carry your firm's name, colors and language, with courses built for the clients you actually serve.
- Your firm's colors, slogan and rank names across the app
- Custom courses built for your clients
- Unlimited families
- Onboarding for your team and your clients
- Quarterly reviews of engagement and content
- Compliance packet for your broker-dealer or RIA
A 20-minute walkthrough with the founder. We cover pricing on the call.
Solo is My Money Vision with your logo. Branded is your firm's own program.
On Solo, your families open an app called My Money Vision that shows your logo on the home screen and on every handout they download. The colors, the rank names and the course list are ours. You can invite up to 25 families, share a signup link, and see who is engaging. Everything is education only, never advice, exactly as it is for every other firm on the platform, and the compliance packet your broker-dealer or RIA will ask for is yours on day one.
On Branded, the same app runs in your firm's colors with your slogan, your names for the three progress ranks, and courses we build around the clients you serve. Families never see a cap. We onboard your team and review engagement with you each quarter. That is the work we charge for, and why it starts with a conversation.
Start on Solo and move up later. Your families, their progress and your signup link all carry over. The branding panel in your settings opens the door when you are ready.
Who should use Solo?
An individual advisor or a small practice that wants a client education program running this week, without a design project or a contract.
What happens after I pay?
Within a minute you get an email to set your password. A four-step setup confirms your firm name, takes your logo, and sends your first invitations.
Can my team log in too?
Yes. Solo includes three logins: yours as the advisor, plus two for your team as coaches or office admins in any mix. More advisors or more logins come with your firm's branding.
What about my broker-dealer?
Tell us at checkout. If you are a principal of your own RIA, your acknowledgement is enough. If you are under a broker-dealer, your logo waits until you confirm their approval; everything else works from day one, and the compliance packet to send them is in your settings. Email to your families is sent by My Money Vision and names you as the advisor who set it up; it does not carry your firm's branding.