Institutional Wing · For the Suits

Your customers deserve better than your 2007 Excel sheet.

White-label the engine that's about to go viral on Indian Twitter. Embed in 30 seconds. Or call the public API. Or pretend you built it.

500k+

Simulations Run

₹10k Cr+

Assets Modeled

Targeted Solutions

Tailored for Every Institution

Transform Client Meetings

Stop using complex Excel sheets. Walk clients through their "Financial Life Simulator" in real-time. Close deals faster by showing instant clarity.

Live "What-If" Scenarios
Branded Client PDF Reports
Multi-Scenario Comparison

[ Visual Mockup: Wealth Advisors UI ]

Simplified Deployment

From Setup to Launch in 48 Hours

01

Configure Your Engine

Set your institutions default assumptions for returns, inflation, and retirement ages. Plug in your own model portfolios.

02

Customize Your Brand

Apply your logo, brand colors, fonts, and legal copy. Create a seamless experience that feels native to your firm.

03

Deploy to Your Teams

Invite your advisors, RMs, or clients. Deploy as a standalone microsite or embed directly into your existing portal.

Developer API

Power Your Fintech
with Our Projection Engine.

Our core simulation logic is available via a high-performance REST API. Let your developers focus on UI while we handle the heavy mathematical modeling.

Freemium Access: 5 requests / minute
No Authentication required for Public Tier
Enterprise Tier: Sub-50ms latency & high throughput
Interactive API Console

// Freemium Simulation Call

curl -X POST https://api.cockroachmoney.in/api/public/simulate \

-H "Content-Type: application/json" \

-d '{

"currentAgeYears": 30,

"retirementAgeYears": 60,

"expenses": [{"label": "Rent", "amount": 25000}]

}'

Productivity ROI

Quantify the Value
for Your Firm.

Calculate how much time and money your advisory team saves by moving from legacy tools to Cockroach Money's instant projection engine.

Reduces meeting prep time by 70%
Increases client retention via visual trust
Standardizes compliance across all regions
Zero software maintenance overhead
10
4h

* Based on conservative average hourly cost of ₹1500 per RM/Advisor.

Estimated Annual Value

₹28.8 Lakhs

of productivity gains per year

"Cockroach Money replaces static Excel sheets with interactive visual planning, reducing prep time by ~40%."

Pricing & Tiers

Built to Scale with Your Team

Transparent monthly pricing for small teams and custom institutional licensing for large-scale deployments.

Starter

Perfect for small advisory teams.

₹15,000/mo
5 Advisor Seats
Basic Theming
Cockroach Money Branding
Email Support
Standard Reports
Most Popular

Growth

For established firms and banks.

₹45,000/mo
25 Advisor Seats
Full White-Labeling
Custom Domain Support
Priority Support
Remove Cockroach Money Branding
Custom Reports

Enterprise

Full-scale institutional deployment.

Custom
Unlimited Advisor Seats
Full API Access
Dedicated CSM
SSO Integration
Custom Formulas & Products
SLA Guarantees

AES-256 Encryption

Data encrypted at rest and in transit.

Auth0 Integrated

Enterprise-grade identity management.

Tenant Isolation

Complete data siloing per institution.

Regional Hosting

GDPR and local compliance ready.

Trust & Compliance

Bank-Grade Security for Your Peace of Mind

We understand the critical nature of financial data. Our platform is built on a modern, secure stack designed to meet the highest institutional standards.

Ready to Transform?

Start Your
Institutional Journey Today.

Instant Setup

Get access to your sandbox environment immediately after your demo call.

Expert Onboarding

Our product engineers will help you configure your first 5 partners and custom domains.

Request an Institutional Demo

See how Cockroach Money can transform your advisory experience.

By clicking, you agree to our institutional privacy terms and data isolation policies.

Embeddable Widget

One Line of Code.
Instant Value for Your Users.

Drop our 3-field simulator widget into any web page. Free to embed — white-label the branding with a paid plan. Users get a teaser result and are routed to your branded full experience.

Embed Snippet
<!-- Cockroach Money Embeddable Widget -->
<iframe
  src="https://cockroachmoney.in/widget?partner=YOUR_SLUG"
  width="400"
  height="520"
  frameborder="0"
  style="border-radius:16px;box-shadow:0 4px 24px rgba(0,0,0,0.1);"
  title="Financial Life Simulator"
></iframe>

Replace YOUR_SLUG with the partner slug assigned to your account.

FAQ

Common Questions

Most partners go live within 48 hours. Our embed-ready architecture means you can iframe the simulator or use our API with minimal developer effort.

Yes. Enterprise partners can configure default assumptions (inflation rate, return expectations), plug in their own model portfolios, and control which input fields are visible to end-users.

Absolutely. We use Auth0 for authentication, AES-256 encryption at rest, TLS 1.3 in transit, and full tenant isolation per partner. We are working towards SOC 2 Type II certification.

On Growth and Enterprise plans, the simulator is fully white-labelled — your logo, your colours, your domain. Your clients never see our brand.

None. The simulator can be embedded via a simple iframe or JavaScript snippet. If you want deeper integration, we offer a REST API. Works with any stack.

Yes — that is the core use case. Advisors can adjust inputs in real-time and show clients visual "what-if" scenarios on corpus growth, expenses, and retirement readiness.

We offer per-seat pricing for Starter and Growth plans. Enterprise plans are custom-quoted based on volume, API usage, and support requirements.

Yes. We offer a 14-day free trial on all plans, and you can explore the interactive demo on this page without signing up.