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White-Label Business Plan Software

Own a business planning tool without building one

Deliver a fully branded, AI-powered business planning platform to your clients. Add your logo, run it on your own domain, and skip the years of engineering it would take to build the same thing yourself.

  • AI-powered planning under your brand
  • Your logo, domain, and colors throughout
  • Flexible subscription, cancel anytime
Capterra rating - Excellent 4.9/5.0
White label business plan software hero section

Trusted by consultants, accelerators, and schools

Why white label

White label a proven planning tool instead of building one

Give your clients a fully branded, AI-powered planning tool, without spending years building one from scratch.

Deliver a fully branded experience

Add your logo and brand throughout the platform so it feels like your own tool. Clients get a polished, professional experience that strengthens your brand and builds their trust.

  • Your logo across the whole app
  • Brand colors and visual identity carried through
  • A platform clients recognize as yours
Deliver a fully branded experience

Host on your own business domain

Run Upmetrics under your own domain so clients access a branded, professional platform from the moment they log in. Stand out from competitors with a planning tool that looks and feels like your own.

  • Custom domain mapped to your brand
  • No Upmetrics URL in front of your clients
  • A first impression that reinforces your business
Host on your own business domain

Manage multiple clients in one platform

Onboard, organize, and oversee multiple client accounts from one place. Built for consultants, accelerators, and educators who need to collaborate, track progress, and manage permissions without the busywork.

  • Onboard and organize every client in one dashboard
  • Track progress across accounts at a glance
  • Set permissions per client and per team member
Manage multiple clients in one platform

Improve and expand your service portfolio

Add a branded, AI-powered planning platform to what you already offer. Give clients business planning, financial forecasting, pitch deck creation, and strategic planning tools, all under your own brand.

  • Business planning and financial forecasting
  • Pitch deck creation and strategic planning
  • New billable services without new engineering
Improve and expand your service portfolio

Provide branded expert support and guidance

Keep the brand experience consistent across every client touchpoint, from support emails to in-app guidance and knowledge base documents. Offer expert-level support under your name to reinforce credibility.

  • Branded support emails and in-app guidance
  • Knowledge base under your name
  • Consistent brand voice at every step
Provide branded expert support and guidance

Build your brand with a custom white-label planning solution

guarantee
15-Day Money BackGuarantee
4.9Capterra Logo
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Built for collaboration

Features designed for the way you work with clients

Everything consultants, accelerators, and educators need to deliver a great experience under their own brand.

Custom domain

Host the platform on your own domain for a fully branded experience.

Branding across the platform

Make Upmetrics yours with a custom URL, logo, emails, chat support, and more.

Custom templates

Create and share branded templates designed for specific client requirements.

Branded knowledge base

Provide a branded knowledge base and resources to educate and support users.

Manage multiple clients

Onboard, manage, and collaborate with multiple clients in one platform.

White label business planning tool

Own a business planning tool without building one

Expand your reach with an AI-powered business planning tool, fully customized to your brand with White Label Solutions.

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FAQ

Frequently Asked Questions

Everything you need to know about white-labeling Upmetrics.

Upmetrics' White Label solution lets you brand the platform with your logo and domain so it looks like your own tool. You can also align email communications, support interactions, and knowledge base branding with your company's identity.

Still have questions? Contact our team

Ready to white label?

Launch your branded planning platform

15 Day money back guaranteeChange plans anytimeCancel anytime