Build your financial plan in minutes. Connect with professionals to help you reach your goals.
Pocket Plan is a done for you Financial Model that provides a custom financial plan in minutes. Get your free plan by simply connecting your bank, insurance and investment accounts on our secure platform.
Once your accounts are connected you can view custom reports like:
- Net Worth
- Cash Flow
- Investment
- Monte Carlo
- Social Security
- Estate
- Insurance
Pocket Plan allows you to have greater control over your financial information. It gives you professional grade reports that you can share with our network of professionals like:
- Financial Advisors
- CPAs
- Estate Planning Attorneys
- Mortgage Bankers
- Life Insurance Specialists
About Online Check Writer
OnlineCheckWriter.com- powered by Zil Money is a financial technology company, not a bank or an FDIC member. OnlineCheckWriter.com offers banking services through partnership with FDIC member banks Silicon Valley Bank, Texas National Bank, and East-West Bank.
Users can design, customize, and print checks using a regular printer on blank stock paper, saving 80% on costs. You can print checks at home and send them to payees with mailing services at $1.25 through USPS or FedEx. It also allows you to make payments via ACH, checks, and wire transfers.
About InvestWell
InvestWell is a complete white-labeled platform under your brand name, with features loaded to unload your work. This Mutual Fund Software helps to access your client’s portfolio and many more details anywhere, anytime. Other facilities are also available like getting hassle-free online transaction facility and complete access to software under your brand name with a website and apps.
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Summary
Personal Financial Plan
Monte Carlo
Real Time Investment Data
Connect with Advisors
Print Net Worth Report
Summary
No key features associated with this application.
Summary
No key features associated with this application.
Pricing
Pay as You Go $0
$30.00
1 user(s) / month
Included in plan:
3 Bank Account
3 user
ACH/Direct Deposit
Domestic & International Wire
Cloud Bank & Fund Transfers
Custom Physical & Virtual Cards
Check
Bill & Invoice
Receive Payment
Payment Link
Deposit Slip
Third Party Integration
Access to Addons
Transaction Fee 0.1%. Min: $1/trans.
Volume / Custom Pricing
3 user(s) / year
Included in plan:
ACH/Direct Deposit
Unlimite Users
Unlimited Bank Account
Payroll
Premium Templates
All Premium Features
Access to Addons
Check Draft/Manual ACH
+ All Standard Features
Account Manager
Payments/Banking By API
Whitelabel Capability
Embedded payments
Own Server
Pricing
CORE
$100.00
1 server(s) / month
Included in plan:
Financial Portfolio Reports
CRM Capabilities
Goal Centric Financial Planning
Online Transaction
All Asset Classes
Online Portfolio Access
Analytics
Goal Centric reports
FAQs
What are some applications this service is commonly used in tandem with?
E-Money
Redtail
Does this service offer an API?
No
What platforms does this service support?
Web App - data connected through Plaid
Does this service offer guides, tutorials and or customer support?
Yes
Does this service offer multi-user capability (e.g. teams)?
Yes - user can invite a partner or financial professional to view their profile
Does this service integrate with any other apps?
Apple I Google
What is this service generally used for?
Gather and organize financial data
Who are the main user groups of this service?
Business owners, pre-retirees and investors
Financial advisors, life insurance agents, CPAs, enrolled agents, attorneys and estate planners
FAQs
What is this service generally used for?
OnlineCheckWriter.com- powered by Zil Money, is an innovative financial technology platform that meets various business needs. This cloud-based software lets users print checks instantly on blank stock paper using a standard office or home printer. Additionally, it facilitates seamless money transfers via ACH, wire, and eChecks with low transaction fees.
The platform allows businesses to pay and receive payments instantly, whether one-time or recurring, through various methods such as ACH, wire transfers, checks, and eChecks. Users can also utilize the $1.25 check mailing service. Receiving payments from clients or customers is streamlined through eChecks, invoices, check drafts, and payment links.
As a cloud-based service, OnlineCheckWriter.com- powered by Zil Money offers a free business checking account with instant payment transfers between OnlineCheckWriter.com- powered by Zil Money accounts. It's important to note that OnlineCheckWriter.com- powered by Zil Money is a financial technology company, not a bank or an FDIC member. Banking services are provided through partnerships with FDIC-insured banks, including Silicon Valley Bank and Texas National Bank.
What platforms does this service support?
Web App
iOS
Windows
Android
Macintosh
WinPhone
Blackberry
Does this service integrate with any other apps?
QuickBooks
Zoho
Zapier
Gusto
BitPay
Does this service offer guides, tutorials and or customer support?
Yes. Online Live chat support and email chat. Telephone Support Also. We also have video tutorials for each functionality.
Does this service offer multi-user capability (e.g. teams)?
Yes, it does.
Who are the main user groups of this service?
Business owners, freelancers, and financial managers.
Does this service offer an API?
Yes, but it is in beta mode right now. We will provide API based on requests.
FAQs
Does this service integrate with any other apps?
Yes
* NSE N MF II
* BSE Star MF
* Morningstar Advisor Workstation
* Value Express Analytics
* Omnimax Financial Planning
What is this service generally used for?
It is used to provide wealth management back office for Financial Advisors.
What platforms does this service support?
Windows, Mac, iPhone, Andriod
What are some applications this service is commonly used in tandem with?
Microsoft Excel
Adobe PDF
Microsoft Word
Microsoft Outlook
Who are the main user groups of this service?
Financial Advisors and Wealth Management professionals like CFPs, RIAs, MFDs. and their Investors.
Does this service offer multi-user capability (e.g. teams)?
Yes this financial planning software for distributors in India offers Multi-User Capability.
Does this service offer an API?
Yes this financial Planning Software Offers API Service
Does this service offer guides, tutorials and or customer support?
Yes InvestWell Software for Financial Advisors Offers all guides and 24*7 tech support.
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