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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 PayCore.io

PayCore.io is a software platform for online businesses to manage payments and mitigate risks. Paycore.io supports virtually any business model and provides all the trusted online payment and payout methods, wherever your customers are. If you are selling internationally, you can offer different payment methods that are well-known worldwide. However, you can also work with methods that are considered safe in all local geographies you operate. You can define routing criteria by customer location and offer more payment processing options for your internet business.

PayCore.io can help to optimize all transactions by orchestrating cashflows across payment providers and acquiring banks. It dynamically determines the optimal route for incoming and outgoing payments based on inherent transaction fees and success rates. Moreover, it allows for a transformation of all payments into local transactions, eliminating cross-border and currency conversion fees for international payments. Our automated platform enables your non-IT staff to take full control and change any flow, add or suspend merchant accounts, and many more at any time through the web-based Dashboard.

PayCore.io is designed not only to streamline and automate payment operations but also to solve a labor-intensive and time-consuming reconciliation issue of international payments in multiple currencies across multiple merchant accounts and payment providers, offering the automated and full reconciliation solution to organize and unify all the transaction data. It’s the fully-equipped finance management tool for any online business. It comes with a set of open API to help you connect it to the rest of your business ecosystem. Our customers are able to take full control over payments, observing at the real-time time how transactions are processing. PayCore.io allows payment flow and transaction management via the web interface.

PayCore.io is the right solution for all your needs to hedging against risks and ensuring payment performance while keeping consumers safe. We offer you suitable instruments for payments hedging by supporting dynamic settlement account allocation, cascading and prioritization for both incoming and outgoing transactions. Our sophisticated anti-fraud protection tools can be tailored and configured to your unique business needs. PayCore.io is built on 100% proprietary technology and provides collaborative access, team management and other functionality to support day-to-day operations, whilst being fully PCI DSS compliant. PayCore.io uses SSL encryption to handle all transaction data. We provide effective DDoS mitigation, ensuring your payment services won’t be taken offline when faced with a targeted attack.

PayCore.io caters to your financial needs through established integrations with all major payment solutions. We can give a single point of integration to over 500 payment providers and 200 methods worldwide. A single integration with PayCore.io gets you online with any payment processor the moment you enter the credentials. Whatever your online business has lots of different types of offerings or multiple storefronts used to diversify your brand, you can design a transaction process that provides value for all cases while having multiple hosted checkouts.

Whether your business is simple or complex, we offer a robust set of building blocks to frame your own payment solution that will help multiply payment capabilities and reach, support growth without investments in development or infrastructure, while keeping consumers safe.

About Payrix

Payrix is on a mission to be the global leader in embedded payments for vertical software businesses. We are committed to giving our clients more freedom and peace of mind with a proven solution that helps eliminate friction, unleash their possibilities with new revenue, and make their customers’ lives easier.

Payrix clients including Real Green Systems, Storable, and Resman have harnessed our unique, all-in-one platform — combined with a white-glove approach — that enables them to capitalize on the opportunities within embedded payments for growth, innovation, and transformation.

Whether you’re new to payments, or plan to become a full payment facilitator, we’re the only partner your software business will need to monetize your payment experience and fuel your business for real growth.

Payrix is headquartered in Atlanta, GA with an office in Brisbane, Australia, and more than 100 employees worldwide.

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.

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

    Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • Who are the main user groups of this service?
  • SaaS platforms, CRM/ERP systems and payment facilitators focusing on specific vertical markets.

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • What is this service generally used for?
  • Integrated payments, payment facilitation, embedded payments

  • Does this service offer an API?
  • Yes

  • Does this service integrate with any other apps?
  • Yes

Vendor Information

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

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
0

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
327

Other

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

Other

Who uses PayCore.io
  • Startups
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English
Regional Restrictions:
No restrictions.

Other

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