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About Pocket Plan

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 CardPointe

CardPointe is CardConnect's powerful payments portal that gives businesses the power to easily integrate, process and manage credit card payments. The CardPointe platform comes with a full suite of products including a Virtual Terminal, plug-and-play retail terminal, Hosted Payment Page, mobile app and device.

Users can easily manage all of their business's credit card transactions and perform actions like set up bill plans and manage PCI compliance by taking the PCI Self Assessment Questionnaire. Every transaction processed with CardPointe is protected by CardConnect's patented tokenization and PCI-validated point-to-point encryption (P2PE).

About Nomics API

Nomics' free (and paid) crypto exchange data API comes with dozens of endpoints, including endpoints that return sparkline, exchange rate, all-time high (ATH), and supply data. Also included are historic candle/OHLC data for cryptoasset trading pairs on exchanges like Bithumb, Binance, Bittrex, Bitfinex, Bitflyer, Gate.io, Coinbase Pro/GDAX, Gemini, HitBTC, Kraken, and Poloniex. Finally, the API’s free tier also allows fintech developers to programmatically retrieve current and historical prices of cryptoasset tokens like Bitcoin (BTC), Ethereum (ETH), and Litecoin (LTC).

One notable difference between Nomics’ API and competition is that the Nomics product has no rate limits. For example, CryptoCompare and CoinMarketCap’s APIs all limit the number of application programming interface calls that can be made per minute, whereas Nomics does not currently impose such limits. “Right now, as far as I know, we’re the only cryptocurrency and bitcoin price API that has normalized historical raw trade data,” said CEO Clay Collins.

Collins is fond of noting that Nomics is an “API-first company.” “We actually created our crypto market data API prior to creating the front-end website for Nomics,” says Collins, “and Nomics uses the exact same free API that our customers use.” In other words, the developers of the Nomics website don’t have special access to Nomics’ market database but instead uses the API to build their crypto price aggregation website. The company insists that because they make money from their API—rather than their website—that users are not officially competing with Nomics if using their API. “Use our API to compete with CoinMarketCap, CryptoCompare, OnChainFX, Nomics or anyone else... you’re only really competing with us if you’re competing with our API” claims Collins.

In addition to their free plan, which is great for pricing websites and apps (and high-latency tooling for portfolio or price management) Nomics also offers paid API access for enterprises and funds who need high-fidelity, normalized, primary-source and gapless raw trade/tick data and order book data. According to the company’s website, the paid plan is great for funds, family offices, and professional traders who are: (1) doing deep analysis that requires as many data points as possible (i.e. tick data vs. candlestick/OHLC data), (2) creating new aggregate pricing methodology, (3) creating custom OHLC candles, (4) need low-granularity data for training machine learning models, or (5) need to backtest trading algorithms. The paid plan is also a fit if service level agreement (SLAs), uptime guarantees, and contracts are needed.

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

  • All trades and orders on 10+ cryptocurrency exchanges

  • Historical aggregate cyrptocurrency market cap since January of 2013

  • Candle/OHLC data for currencies & exchanges

  • Near real-time latency

  • No API rate limits

  • Gapless and normalized raw trade data

  • Price, market cap, supply, and all-time high data

  • World class API documentation and code samples in Python, Javascript, and Ruby

  • Uptime and response time guarantees through Service level agreements (SLAs)

  • Rapid customer support turnaround times

Pricing

App Developers

Free
Included in plan:
  • No Rate Limits
  • Candle Data for Currencies & Exchanges
  • Sparkline, Exchange Rate, ATH, & Supply Endpoints

Funds

$500.00
1 user(s) / month
Included in plan:
  • No Rate Limits
  • Candle Data for Currencies & Exchanges
  • Sparkline, Exchange Rate, ATH, & Supply Endpoints
  • Gapless & Normalized Raw Trade Data
  • Order Book Data

Enterprise


1 user(s) / year
Included in plan:
  • No Rate Limits
  • Candle Data for Currencies & Exchanges
  • Sparkline, Exchange Rate, ATH, & Supply Endpoints
  • Gapless Raw Trade Data
  • Order Book Data
  • Custom Features
  • Integration Support
  • Services Included
  • SLAs
  • Support

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?
    1. Business owners, pre-retirees and investors
    2. Financial advisors, life insurance agents, CPAs, enrolled agents, attorneys and estate planners

FAQs

    What is this service generally used for?
  • CardPointe is a powerful platform that allows businesses to simply and securely accept and manage credit card payments.

  • Who are the main user groups of this service?
  • CardConnect processes payments for businesses of all sizes. CardPointe is most often used by small to medium-sized organizations of all industry types.

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
King of Prussia
Employees:
201-500
Likes:
Followers:
2.41k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
27.2k

Other

Who uses Pocket Plan
  • Personal
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses CardPointe
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Nomics API
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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