Spend more time tracking your money’s progress by telling us what problems you’re looking to solve. We’ll connect you with the right advisor.
No more uploading for statements. No more completing onboarding information. Now you can securely access your financial data from your phone and share it with professionals in minutes.
Allow advisors to see your financial accounts securely so you can spend maintain security and control.
View full account information including account details, investment positions, transactions and more.
Keep account information current with real time monitoring of accounts, investments and transactions.
Test your strategy, advice and portfolio recommendations faster after connecting investment accounts.
Know that transparency of information is available and being used to guide your decision making.
Connect your account to your spouse or other trusted members including your power of attorney.
Connect with the advisors who can help you reach your goals. Connect with insurance, investment, tax, retirement and insurance specialists. Schedule appointments, scenarios and get feedback all from your secure portal.
Scenarios allow your clients to:
Test changes up front using a "what if" scenario. The advisor can share their suggestions and you can test the outcome.
Create scenarios that advisors can test and adjust on their own. Increase follow through on recommendations and advice.
Disclaimer: Pocket Plan and Pocket Planner Inc don’t offer financial, tax, investment or legal advice. Future outcomes are for illustrative purposes only. Contact a financial professional before taking action.
This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Pocket Planner Inc’s or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.
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