Give Your Prospects & Clients a Reason to Reach out to You!
Watch this full video to see how financial advisors can close more business with a custom app that engages audiences on Webinars, Videos, Podcast, Radio or Social Media!
3 Steps to Close More Business with Pocket Plan
1. Create Your Profile
2. Text Your Leads a Link
3. Client Schedules With You
Onboard Your First Client for $1
Then just $12.79 per client monthly- Unlimited Source Links
- Text to Start Onboarding Campaign
- Client Mobile App
- Client Desktop App
- In App Client Scheduling
- Print Net Worth, Budget, Retirement Reports
- Advisor Mobile App
- Advisor Desktop App
Why Your Clients Will Love Using Pocket Plan
Securely Connect Their Financial Info
Encrypt your data in a single environment in minutes. Just login to your accounts for a snapshot of vital information.
You share read only access so no changes can be made from Pocket Plan.
Easily Organize into Reports
Make your data into Information with Professional Reports. You’ll have a Budget, Net Worth and Retirement Report after connecting a Bank, Liability & Retirement Account. These reports are shared with any advisor you connect with via Pocket Plan.
Try What If Scenarios
Test the impact of changes to your finances. Adjust your Retirement Age and watch your score change. See the impact of saving more or alter your retirement spending.
Meet When They’re Ready
Watch your calendar fill with appointments as your connections can book with you from within Pocket Plan. Connect your Calendly or Acuity calendar link to add your calendar to the desktop & mobile app.
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Columbia MD, 21045
