Your Team of
Financial Experts
for day-to-day financial guidance
The new personal financial management platform that connects you to the world of financial products and professionals, helps you pursue your bigger financial goals and navigate your day-to-day finances simply and successfully.
Finally, Financial Planning
Made Easy
as often and as long as you want

Navigate Finance Simply and Successfully

Gain confidence over complex banking products and connect with an entire world of financial professionals ready to help.

Empower Yourself with Unique Insights and Vital Statistics

Improve your understanding with a more meaningful and holistic overview. Save time and money in dealing with your finances.

Build Your Own Team of Financial Experts

Let your team cater directly to your needs. Find professionals that are the right fit for you and access them all from one place! Our streamlined reporting helps you update your team at the press of a button and saves you time from long application processes for financial products.

Financial Brilliance
in the Palm of Your Hand
Benefits to Customer
Directly

Personalized and Easy to Action Insights

Our AI powered personalized monitoring lets you take action when it matters most!

Forget the banking jargon and confusing language, we send easy-to-understand actionable insights based on your real-time behavior.

We want you to be smarter than your bank, stop paying unnecessary fees, and make take action when it matters most.

Be Always Aware of the Important Changes

Keep your finger on a pulse of your vital statistics changes and get more involved with a meaningful and holistic overview.

Easier to Engage Professional Advice

Expert advice is also right at your fingertips! Browse our entire database of vetted financial professionals and build your own team of financial pros

Generate and send financial reports at the click of a button.

Notify your team when opportunities arise so that every dollar you make is also working for you. They can help you plan or provide insights on how to take advantage of your opportunity!

Features
My Team
A list of professionals connected to the consumer. Offers quick assess to professional contact information and an easy way to request a meeting or access the team members' profiles.
Advisor Profile
Provides full professional details of professionals in the database (incl. video) with the ability to invite to your team and recommend to a friend.
My Profile
Consolidated personal information view with a questionnaire (quiz) helping to gather necessary information via answering a series of simple questions.
Notification Centre
Central view for all messages from connected professionals and system-generated insights.
Dynamic Dahsboard
A set of widgets providing quick access to vital financial stats and functions (e.g., emergency savings and to-do items).
Earnings & Expenses
A set of widgets providing quick access to vital financial stats and functions (e.g., emergency savings and to-do items).
Assets
Lists all checking and savings accounts, as well as custom assets entered by the consumer, split into categories. Consumers can navigate each bank account separately - list, filter, and categorize appropriate transactions.
Liabilities
Lists credit cards, credit lines, and manually entered debt options.
Protection
Gathers detailed information about existing insurance policies and enables consumers to request input from a team member.
Emergency Savings
Automatic calculation of suggested amount based on critical expenses, watching the residue on the account assigned for the purpose.
Housing Market Tracking
Monthly home pricing updates.
Vehicle Price Tracking
Kelly Blue Book monthly vehicle price updates.
To-Do List
A list of tasks received from connected professionals with an archive of tasks split into groups completed and dismissed.
Advisor Hub
Lists financial professionals based on their specialization with the ability to filter and search advisors using different criteria.
Learn
A collection of educational video materials, incl. video guides on how to use the platform.
Security PIN
A special layer of protection for releasing financial reports or changing key parameters in the app.
Glossary, Help, and Support Chat
Available throughout the app
Upcoming Payments
Combined list of manually-entered or automatically recognized recurring payments (e.g., rent, mortgage, or subscriptions) showing the totals for two upcoming months.
Net Worth
Concise representation of Net Wort and the assets/liability balance.
Financial Report
A comprehensive summary of personal financial stats prepared in an easy-to-digest form with the ability to download or release the report to a specific advisor on the consumer team.
Credit Score Tracking
Equifax credit rating monthly updates.
Cashflow
Provides the ability to filter and search transactions.
Recent Transactions
Consolidated view of transactions from all connected bank accounts.
Pricing
Basic Features
Connect with professionals and create teams of experts at no cost
FREE
Advanced Features
with no team members
Bank connectivity, credit score, housing & vehicle price tracking
$10.00
Advanced Features
with at least one advisor on team
Bank connectivity, credit score, housing & vehicle price tracking
$5.00*
Basic Features
Connect with professionals and create teams of experts at no cost
FREE
Advanced Features
with no team members
Bank connectivity, credit score, housing & vehicle price tracking
$100.00
Advanced Features
with at least one advisor on team
Bank connectivity, credit score, housing & vehicle price tracking
$50.00*
* The price goes down with each new team member connected
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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