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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 Nordigen

Nordigen is an open banking (Transaction Data API) platform with a suite of products that helps companies in building financial applications which can interact with bank accounts and automatically gain insights to add value to the data. With just one API call you can identify basic identity information or get a detailed income overview for that person, including data points like projected income and income stability. Our platform helps banks, lenders and fintechs to develop apps that easily sync with customers bank account data, speed up the customers onboarding process, verify your customer identity, use cleansed data from bank statements to make informed decisions.

Our clients are Banks, Lenders, Fintechs and companies from other industries who use Nordigen to make improvements in risk assessment of borrowers, check the amount of income, verify identity, improve customer onboarding and different other use cases. One of our clients is BigBank, who is a lender in several European countries, with Nordigen has improved their bank statement analysis speed one hundred times. By using Nordigen API, other companies have successfully increased their lending volumes, increased loan acceptance rates, overall efficiency and revenue.

Benefits Overview of the Nordigen products:

Transaction Categorisation

High-quality data

Transaction Categorisation engine can recognize 150+ income and expense transaction categories. Precise transaction categorisation provides data teams with high-quality data for analytics. The output is easily customisable, allowing it to be tailored for specific internal or regulatory requirements.

Account Aggregation

All-in-one integration for advanced customer journey

Data Aggregation is the mechanism by which users provide their consent for us to retrieve their banking information on your behalf. It is a hosted web UI (widget) that allows a user to search for their financial institution, select it, provide consent to share the data you require, and then log in with their credentials - allowing us to fetch their data.
Nordigen does not provide proprietary aggregation services but we partner with multiple global data aggregation companies which allow us to offer global coverage.

KYC

Simple procedure to reduce fraud

KYC makes use of open banking data to verify identities. Customers’ information can be retrieved easily, allowing you to save time on identity checks.Gain additional information about customers, such as geolocation for more thorough customer identification.

Income Insights

Evaluate thin-file customers

Income Insights accurately identify income sources. The income definition can be easily tailored to suit different requirements. Use it to assess the information beyond a credit report, thus understanding the true creditworthiness of your customers.

Loans Insights

Loans Insights allow identifying all incoming and outgoing loan payments, including loans not registered at credit bureaus.

Scoring Insights

Credit scores

Built from transaction data, credit scores are proven to be highly predictive and stable over time. Credit scores can be tailored for optimising both approval rates and default rates.

Marketing Insights

Customer segmentation

Identify which client segment your customers belong to based on their transaction data. Marketing insights distinguish 10 customers segments that help you target your clients with relevant and timely offers. Customer transaction data contains valuable information about the brands they consume. When properly categorised, these insights can help financial institutions target them with relevant and timely brand offers. Nordigen's Marketing Insights distinguish numerous brand affiliations.

Risk Insights

Recognize high-risk behaviour

Risk Insights help to assess the information beyond a credit report, thus understanding the true creditworthiness of your customers.When combined with other data sources, Risk Insights can help to optimize approval and default rates, and other scoring metrics. Identify behaviours that are often regarded as risky and use this information to improve your scoring models.

About Seamless Chex

Seamless Chex specializes in payment processing for small businesses.

We make it possible for you to accept checks online and instantly verify and debit customers' bank accounts. We offer instant set-up and approval to all legal US businesses and fast next-day funding.

With Seamless Chex, your customers can pay online or over the phone - no hassle, no wasted time, and no more waiting for checks to arrive in the mail.

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

  • Transaction Categorisation

  • Calculate income stability, regularity and trend.

  • Depicting tendencies and estimations of overall liabilities

  • Calculate the probability of a customer to default on a loan, based on patterns identified in the transaction data.

  • Generate data points that are associated with high-risk behavior, using bank account data.

  • KYC

  • Account Aggregation

Summary

  • Balance verification technology to ensure checks do not bounce

  • Instant account setup and access to our online portal

  • Perfect for high ticket transactions (no % fee!)

  • Stop chasing your customers for unpaid bills

  • Accept checks online with next day deposits

  • Get checks deposited directly into your bank account

Pricing

Self-Service

$57.00
per 100 file uploads
Included in plan:
  • Account Aggregation
  • Transaction Categorisation
  • Income Insights
  • Loan Insights
  • KYC
  • Risk Insights
  • API integration

Enterprise


pricing
Included in plan:
  • Account Aggregation
  • Transaction Categorisation
  • Income Insights
  • Loan Insights
  • KYC
  • Credit Scoring
  • Risk Insights
  • API integration
  • Credit Scoring
  • User management and roles
  • Integration assistance
  • Premium support
  • Enterprise-level SLA

Pricing

Startup

$25.00
1 user(s) / month
Included in plan:
  • For freelancers
  • Accept 10 checks/mo
  • Basic verification
  • Manual check entry

Pro

$50.00
1 user(s) / month
Included in plan:
  • Accept 25 checks/mo
  • Basic Verifications
  • Manual check entry
  • Create Request a Check Link

Premium

$100.00
1 user(s) / month
Included in plan:
  • Accept 75 checks/mo
  • Basic Verifications
  • Manual check entry
  • Create Request a Check Link
  • Recurring Billing
  • Access our API

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

    No FAQs associated with this application.

FAQs

    What platforms does this service support?
  • Seamlesschex supports a wide range of platforms, including popular ones like Shopify, WooCommerce/WordPress, and various CRM systems. We offer dozens of integrations to make payment processing seamless for your business.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, Seamlesschex offers multi-user capability, making it easy for teams within your organization to collaborate and manage payment processing tasks efficiently. This feature enhances teamwork and streamlines payment operations.

  • Does this service offer an API?
  • Certainly! Seamlesschex provides an API, Checkout JS and Wordpress Plugin that allows businesses to integrate our payment processing solutions into their own applications and systems. This makes it easy to customize and optimize your payment processes.

  • What are some applications this service is commonly used in tandem with?
  • Seamlesschex is commonly used in conjunction with various applications, such as e-commerce platforms, point-of-sale systems, and customer relationship management (CRM) software. This helps businesses streamline their payment processing and financial operations.

  • What is this service generally used for?
  • Seamlesschex is mainly used for electronic check (echeck) processing, particularly for businesses operating in high-risk industries.

  • Does this service offer guides, tutorials and or customer support?
  • Absolutely! Seamlesschex provides comprehensive support to help you every step of the way. We offer guides, tutorials, and access to our customer support team via email and chat. You can also find helpful resources in our online help center, and we're happy to provide demo links to assist you in getting started.

  • Does this service integrate with any other apps?
  • Yes, Seamlesschex offers seamless integrations with a variety of apps, including Plaid, WooCommerce, WordPress, Shopify, Debt Pay Pro, and many more. This allows you to connect our payment processing service with the tools you already use for a smooth and efficient experience.

Vendor Information

Founded:
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Based in:
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Employees:
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Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:
716

Vendor Information

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

Other

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

Other

Who uses Nordigen
  • Startups
  • SMEs
  • Enterprises
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Seamless Chex
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
US Only
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