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 Paynote
Accept Verified ACH Payments Online and Send Payments Via Email or API
Our easy-to-use invoicing, custom payment links, and online checkout functionalities provide everything you need to accept one-time or recurring payments at scale.
Send secure ACH payments with no fee, no information sharing, and no account needed for recipients.
About Matrixport
Matrixport is one of the world's largest and most trusted digital assets ecosystem providing one-stop crypto financial services to meet the emerging needs of generating long term wealth in digital assets. It forges strategic collaborations with early stage Web3 innovators, helping them build, grow and scale and the company's services include Cactus Custody™, spot OTC, fixed income, structured products (including Dual Currency), lending as well as asset management.
With USD4B in actively managed digital assets, Matrixport achieved pre-money unicorn valuation in 2021 and was named by CB Insights as the 50 most promising blockchain companies in the world in 2022. Its digital prime brokerage business, Matrixport Institutional, serves 500+ institutions across the US, Europe and Asia, offering best-in-class access, leverage, capital Introduction and custody services.
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
Send Payments to Anyone Via Email
Send Invoices With Built In "Payment" Button
Easily Schedule Recurring Payments
Fast Next Day Electronic Transfers
Send Mass Payouts
Instant Bank Balance Verification
Plaid ACH Payments
Easy-to-use Checkout Button
ACH API
Summary
-Invest in Bitcoin (BTC), Ether (ETH), Bitcoin Cash (BCH) and other popular cryptocurrencies. Buy crypto seamlessly with a credit card or via bank transfer.
-Fixed Income: Earn APY from crypto such as Bitcoin (BTC), Ether (ETH), USD Coin (USDC), Tether (USDT), and more; multi-currency and multiple tenors are available.
-Dual Currency: Buy Bitcoin (BTC) and Ether (ETH) at a dip or sell at a high, and earn up to a 3-digit APY regardless of market volatility.
-Smart Trend: Assured base yield in all market conditions with an amplified yield up to 40% annualized when you get the market trend right.
-Auto Invest: Spot Trading with 0 commission. Multiple assets are accepted as margins. Increased or partially closed positions are allowed.
Pricing
Enterprise
1 user(s) / month
Included in plan:
API Access
Same / Next Day Funding
Instant Bank Verification
Whitelabeled Plaid Account
Mass Payouts
On-Demand Payments
Capture Auth Only
Accept Verified ACH Payments
Checkout.JS
Business Pro
$50.00
1 user(s) / month
Included in plan:
Send Electronic Invoices
Real Time Check Tracking
Next Day Transfers Available
Business Premium
$99.99
1 user(s) / month
Included in plan:
API Access
Same / Next Day Funding
Instant Bank Verification
Mass Payouts
On-Demand Payments
Accept Verified ACH Payments
Capture Auth Only
Business Premium
$100.00
1 user(s) / month
Included in plan:
Send Electronic Invoices
Real Time Check Tracking
Next Day Transfers Available
Business Pro
$49.99
1 user(s) / month
Included in plan:
Same / Next Day Funding
Instant Bank Verification
Mass Payouts
On-Demand Payments
Accept Verified ACH Payments
Capture Auth Only
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
Does this service offer an API?
Yes, Paynote does offer an API and Checkout.JS allowing seamless integration with your business systems. This makes payment processing even more efficient.
What platforms does this service support?
Paynote supports nearly all legal US businesses. Our platform is designed to accommodate a wide range of industries and business types, ensuring that your payment processing needs are met, no matter what vertical you operate in.
Does this service offer guides, tutorials and or customer support?
Paynote provides comprehensive customer support. We offer user-friendly guides and tutorials to help you navigate our platform effortlessly. Plus, our dedicated customer support team is available to assist you whenever you need help or have questions. Your success is our priority!
What are some applications this service is commonly used in tandem with?
Paynote is commonly used in tandem with a variety of applications. These may include e-commerce platforms like WooCommerce and content management systems like WordPress. Our flexibility allows for integration with the tools that suit your business needs best.
What is this service generally used for?
Paynote is a versatile payment processing solution used by businesses for a variety of purposes. Whether you're accepting payments from customers, managing payroll, or handling financial transactions, Paynote simplifies the process, making it efficient and secure. It's a one-stop solution for all your payment needs.
Does this service integrate with any other apps?
Yes, Paynote integrates seamlessly with various applications, including WooCommerce and WordPress. This ensures a smooth and hassle-free payment experience within your existing ecosystem. It's all about convenience and compatibility.
Does this service offer multi-user capability (e.g. teams)?
Certainly! Paynote offers multi-user capability, making it easy for teams to collaborate and manage payments collectively. Whether you're a small business or a large enterprise, our service can accommodate your team's needs.
FAQs
Who are the main user groups of this service?
Institutions and retail investors.
Does this service offer guides, tutorials and or customer support?
It offers customer support and tutorial guides.
Does this service offer an API?
Yes.
What is this service generally used for?
It is used for digital asset management and investment.
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