Lead Your Clients
into the next era of financial advice
Easily digitize your practice and streamline data at the press of a button. Prospect new clients, improve client ongoing engagement, and maximize revenue per client.
Get Started
or Schedule a call to learn more
Empower Your Practice
with a simple and powerful prospecting and client engagement tool
1
Save Time

Streamline data, automate reminders for clients, enrich client financial data, ensuring your focus remains on strategic decision-making and advice, not chasing clients for information.

2
Increase Revenue

Harness the power of holistic financial insights to discover untapped revenue opportunities with the right information at the right time, making every client interaction more profitable.

3
Enhanced Engagement

Drive deeper client relationships through continuous and meaningful engagement which increases your perceived value by up to 170%! We keep you front of mind for more business and referrals.

Live in Your Client’s Pocket
as a part of their permanent advisory team

A Client-Centric Mobile App

With Pocket Finance, financial collaboration becomes seamless, intuitive, and tailored, ensuring every client feels valued and understood.

Offer your clients a day-to-day tool to help bring daily relevance into strategic planning, and turn reactive advice to dynamic and proactive advice.

Don't leave it to only a few communications per year to showcase your value and stay front-of-mind.

Easiest Way to Digitize Your Firm

Bring high-tech to high-touch. Our technology solution is low-maintenance, intuitive, and user-friendly.

Off-load client account data gathering to our software so you can spend more time engaging clients, delivering the best quality advice, and efficiently managing more clients.

Real-Time Opportunities

Your client paid off a loan, great! We inform the client to book a time with you to discuss how to redirect the cash flow. Opportunities generated by your clients can be actioned at the press of a button.

Let us offer your clients simplicity and constant value they will thank you for.

Lead the Future
of Financial
Advice
for the digitally demanding generations while highlighting an important human touch.
While we are adding more features to the Advisor Portal, we have a special offer for those who want to start using it today.
Sign Up
Pricing
comes from three components
1
Pricing for Professionals
Starter Plan
Full functionality for the first 5 clients and 50 prospects
FREE
Unlimited Access Plan
Unlimited clients and prospects. The price goes up every quarter.
$10.00
2
Client Reward
When joining a client’s team or at any moment after, advisors can choose to subsidize the client’s advanced mobile app features. There are two options to choose from:
Partial Compensation
(Independent)
By paying the flat fee of $0.50/mo for the client, advisors subsidize the cost of the advanced features for the client for the same amount.
$0.50
Full Compensation
(Shared)
Advisors pay the remaining mobile app cost for the client, divided equally between those who had chosen this option. The initial (maximum) cost is $3.
$3.00
3
Unlimited Access
The price of Unlimited Access goes up every quarter.
1
Pricing for Professionals
Starter Plan
Full functionality for the first 5 clients and 50 prospects
FREE
Unlimited Access Plan
Unlimited clients and prospects. The price goes up every quarter.
$96.00
2
Client Reward
When joining a client’s team or at any moment after, advisors can choose to subsidize the client’s advanced mobile app features. There are two options to choose from:
Partial Compensation
(Independent)
By paying the flat fee of $0.50/mo for the client, advisors subsidize the cost of the advanced features for the client for the same amount.
$5.60
Full Compensation
(Shared)
Advisors pay the remaining mobile app cost for the client, divided equally between those who had chosen this option. The initial (maximum) cost is $3.
$34.00
3
Unlimited Access
The price of Unlimited Access goes up every quarter.
Features
Leads
The list of mobile users who invited you to join their team from the app marketplace.
Client Profile (Quick View)
The summary information about the client and primary actions to manage the client.
Client Profile (Full View)
The detailed information about the client and full access to all client-oriented actions and features.
Financial Reports
A full overview of your client’s current financial status.
Request Report
Send a request to the client to release their current financial report to you.
Client Team Members
The other financial professionals on the client’s team.
Notifications
Advisors are notified when clients make requests, actions, or new clients or business are referred.
Company Admin
An assigned account that has total access and control over a Company Profile.
Last Viewed
An indicator showing how long it has been since you last opened a client’s full profile page.
My Profile
Preview and edit your public facing profile that displays within the platform.
My Profile Link
Share your profile with anyone enabling them to invite you to their team or ecosystem.
Current Clients
See all the clients you currently have accepted within Pocket Finance.
My Ecosystem
Connect with other financial professionals and build your own professional network.
Client Opportunities
The insights recognized by the mobile app and delivered to the Portal as a notification, displayed within the current screen, and full client profile.
Notes
Private notes added to a client’s profile and to each opportunity populated by the client.
Personal Data
A record of a client’s in-app profile and provides deeper insight into their unique situation and life stage.
Client To-Do List
Send tasks to your clients and set scheduled due dates.
Refer Business
Refer specific clients (or people who are not yet signed up to Pocket Finance) to other professionals in your ecosystem.
Referred to Me
List potential clients (leads) that have been referred to you by other professionals.
Flexible Subscription
Manage or modify your subscription type easily from the dropdown menu in the Portal.
Client Rewards
Choose to subsidize the client’s advanced mobile app features.
Tags
Identify or categorize clients within the “Current” screen. You can create custom tags and save them to use for multiple clients.
Invite Advisors
Invite professionals to use the Pocket Finance Portal.
White Label
Make Pocket Finance a seamless part of your branded toolset.
We Are Secure
We ensure bank-level security, never sell your data, and adhere to global privacy standards.
Robust Encryption
We employ powerful 256-bit encryption to safeguard your sensitive information from unauthorized access or cyber threats.
Secure Infrastructure
Our platform is hosted on highly secure data centers with stringent access controls to ensure your data is safe at all times.
Limited Access
Only authorized personnel have access to your data, and we strictly adhere to privacy policies to maintain confidentiality.
Personalized Security
We offer multi-factor authentication (MFA) to add an extra layer of protection to your account, ensuring it's only accessible by you.
Compliant and Trustworthy
Pocket Finance complies with data protection regulations, including GDPR, CCPA, and HIPAA, to safeguard your rights and data.
Audit Trail Transparency
We keep a transparent record of actions on the platform, allowing you to review and monitor your account for peace of mind.
Cyber Security Experts
Our team includes top-notch professionals with extensive experience in cyber security to ensure your data is in capable hands.
24/7 Assistance
Our support team is always available to address your queries and provide assistance with any concerns.
Educating Users
We offer easy-to-follow resources to help you understand how to use our platform securely and protect your personal data.
Continuous Improvements
We regularly update our security measures to stay ahead of potential threats and keep you safe.
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Our Vision
  • Allowing financial advisors their highest, best use of time
  • Maximizing engagement and business with each client
  • Helping clients navigate finance successfully while keeping you front of mind
Have Questions?
Need help? We've got answers!
You can also explore our onboarding guide for navigating the Advisor Portal basics
Visit Now
Invite
Your Clients
to add you to their team on the Pocket Finance Mobile App