Connect with clients faster, offer a better service experience and get better data. Try Pocket Plan today for just $1 to experience the Future of Retirement.
Provide a higher level of service to clients with minimal effort
Spend more time helping clients by importing their balance sheet and cash flow statements based on their account info.
Onboard Clients Faster
No more chasing clients for statements. No more incomplete account information. Clients can securely connect their financial accounts from their phone and share them with you in minutes.
Get account information faster
Allow clients to connect their financial accounts securely so you can spend more time providing advice.
View complete account data
View full account information including account details, investment positions, transactions and more.
Keep account data current
Keep account information current with real time monitoring of accounts, investments and transactions.
Spend less time doing data entry
Test your strategy, advice and portfolio recommendations faster after connecting client accounts.
Start with a better foundation
Unlock more revenue opportunities while providing better service while using client data on template reports.
Export reports to your daily tools
Connect your account to GSuite or Microsoft Office 365 to allow clients to book meetings on your calendar or export reports to your shared drive.
Desktop Features
Build your business faster than ever before
With Less Effort
Monitor the most meaningful client actions straight from the desktop app. View client activity, schedule appointments, create tasks for your team and connect with other professionals all from the secure portal.