Are you a financial advisor who wants to stay ahead of your competition? Are you looking to grow your business without learning a new complicated Software?
Pocket Plan is the world’s first shareable financial plan. Using military grade technology, we protect your financial data to create single view of your finances.
Your data is organized into standard financial reports including:
– Net Worth
– Cash Flow
– Investments
– My Retirement
You can easily share your information with a trusted financial advisor in minutes.
Pocket Plan is looking for successful financial advisors to give us feedback on an upcoming release:
– New design look and feel
– Functionality to onboard a new client
– Marketing value to grow your business
– Ease of use to get relevant data
– Suggestions for improvement
How it works:
Each user testing session will be completed within 30 minutes. You’ll meet with a University of Maryland student via Zoom.