1. Create Your Profile
2. Text Your Leads a Link
3. Client Schedules With You
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.
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.
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.
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.