White-label Retirement planning solution for SMEs

A white-label retirement planning product that SMEs can rebrand and resell as their own business.

Target audience

SMEs

Problem solved

Many SMEs struggle with retirement planning because existing options are expensive, complicated, or not designed for them.

Solution

Build an MVP with Banking APIs and Dashboards, validate with 20 pilot users, then expand features based on real feedback.

Technologies

Banking APIs, Dashboards, Fraud detection

Monetization

Premium analytics; API licensing

Challenges

Fraud prevention; Trust deficit

Improvements

Build an analytics dashboard so users can measure their ROI clearly.; Introduce tiered pricing with a free starter plan to lower adoption friction.