White-Label Advisory Tools
Your brand, our engine. Custom domain portal, branded monthly PDFs, branded email — clients never see ADK Intel unless you want them to.
The challenges
What advisors keep running into
Generic tools dilute your brand
Clients should remember your firm, not the software.
What ADK Intel does
The AI opportunity
Custom domain + portal branding
Logo, colors, typography.
Branded PDFs
Reports ship under your firm.
Branded sending domain
Email comes from your domain (with proper SPF/DKIM/DMARC).
FAQ
Frequently asked
Which plan unlocks white-label?
Operator and Command tiers. See /pricing.
How long does white-label setup take?
Custom domain + branded portal in under an hour. Branded sending domain (SPF/DKIM/DMARC) in 24–48 hours depending on your DNS provider.
Related
Continue exploring
ADK Intel was built by operators who ran fractional CFO and CAS practices — and got tired of Sunday-night prep. The team blends advisory firm partners, finance practitioners, and AI engineers who ship US GAAP/IRS-grounded analysis at scale.
Advisors should spend time on judgment, not data shuffling. AI replaces the analyst layer; senior advisors are the moat.
- Fractional CFO operations
- Client Advisory Services (CAS) productization
- Advisor capacity planning
- AI-grounded financial analysis
- White-label advisory delivery
- Standardized monthly client reviews
See ADK Intel in your firm
A 30-minute demo on your real client roster. See the meeting prep, the monthly report, and the AI advisor — live.
Request a demo