Embeddable widgets for user onboarding and savings goal setting.
White-label calculators for 529 plans and tax optimization.
Plug-and-play tools for college search and financial aid estimation.
Integrated widgets for student and parent loan comparison.
Custom-built calculators, planning hubs, and guided tools.
Talk with our team about your project.
Whether you're a credit union, advisor group, or educational organization, you need solutions that increase client engagement without increasing your workload.
Fully brandable modules—from calculators to content libraries—that integrate effortlessly into your platform
Our tools are embedded by major financial institutions—trusted for accuracy, uptime, and seamless UX.
Lightweight embedding, optional SSO, regular data updates, and enterprise-grade support mean minimal maintenance.
We design for privacy and accessibility—your clients get ADA, GDPR, and California-compliant experiences.
We provide the engines, databases, micro-widgets, and white-label wrappers. You control the branding and client relationships.
We are dedicated to ensuring digital inclusion. Our platform is actively updated to maintain strictADA compliance and fulfillWCAG 2.2 AA compliance standards for all users.
Do not settle for generic, detached software overlays. Our entire suite is designed to look, feel, and run precisely like your proprietary digital experience. Build customer engagement and brand loyalty without the extreme engineering overhead.
Inject your hex codes, brand styles, button border-radius parameters, and unique typography stylesheets.
Pre-populate state-specific compliance scripts, internal risk warnings, and advisory disclaimers right into the footer configurations.
Toggle values to see how the client portal adaptively renders based on the selected brand archetype:
Invite Education Portal
Our white-labeled solutions compile dynamically on our cloud architecture. Custom color tokens, branding layouts, and disclaimers render seamlessly.
Confirm Branding Identity & DeployDiscover how leading digital banking and wealth management teams leverage Invite Education to drive core business growth.
"Invite Education has been a terrific strategic partner since we launched a few years ago at a handful of high schools and have supported our growth to more 50 this year. They add value to our program with cost-effective calculators and search engines, sharing best practices and soliciting feedback to improve our users’ experiences. Feedback from students and parents remains very positive regarding their tools."
"Our mission is to ensure that students in our state have access to higher education and college planning, regardless of their family income. Invite Education plays a vital role in helping us achieve our mission by providing valuable college planning tools for our students and families. The Invite Education team makes the process easy by managing the data and supporting the interface, allowing us to offer these resources on our website without placing a significant burden on our IT staff."
Learn more about Invite Education's white-label education planning platform, implementation process, and how organizations use our tools to engage families.
Invite Education is a white-label education planning platform that helps Financial Institutions, Registered Investment Advisors, and Independent Education Consultants deliver branded education planning experiences. The platform includes calculators, planning tools, educational content, and resources covering college savings, financial aid, 529 plans, and student borrowing.
Invite Education is designed for Financial Institutions, Registered Investment Advisors (RIAs), Independent Education Consultants (IECs), 529 plan providers, education organizations, and other institutions that want to offer education planning resources under their own brand.
White-label education planning tools allow organizations to offer calculators, planning resources, and educational content using their own branding. Invite Education's platform is designed to integrate seamlessly into your existing digital experience so clients interact with your brand throughout their education planning journey.
Invite Education offers tools covering multiple stages of education planning, including:
Yes. Invite Education's platform is designed for white-label deployment. Organizations can present calculators, planning tools, and educational resources using their own branding to create a consistent client experience.
Yes. Invite Education is committed to digital accessibility. The platform is actively maintained to support ADA compliance and WCAG 2.2 AA standards, helping organizations provide accessible experiences for all users.
The best way to get started is to schedule a demo with our team. We'll learn about your organization, discuss your education planning goals, and recommend the right combination of white-label tools for your clients.
We'd love to learn more about your organization and explore how we can work together.
