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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 Redvision Tech

RED Vision Computer Technologies Pvt. Ltd., Offering B2B application services since 2006 to help organization & IFA to exceed their technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance.

We offer a mature and seasoned team for implementing ideas in real business. The team's exposure in software implementation, Product ranges starts from Wealth Management Software ERP system which is currently used by more than 2500+ CFPs and MF Advisors across 400+ cities in India who are providing professional advisory services to 25,00,000+ satisfied Online Portfolio users across the globe, which makes Wealth eoffice one of the India's largest Wealth management software providers in India, other product ranges from financial website development, Financial tickers & Financial Planning software. With diverse implementation exposures, REDVision Technologies has good grasp over Financial Domain & Technologies and quality implementations are mandatory for us.

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.

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 platforms does this service support?
  • Windows, Mac, iPhone, Andriod

  • What is this service generally used for?
  • It is used to provide wealth management back office for Financial Advisors.

  • What are some applications this service is commonly used in tandem with?
  • Microsoft Excel
    Adobe PDF
    Microsoft Word
    Microsoft Outlook

  • Does this service offer an API?
  • Yes this financial Planning Software Offers API Service

  • Who are the main user groups of this service?
  • Financial Advisors and Wealth Management professionals like IFA, RIAs, MFDs. and their Investors.

  • 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

  • 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 guides, tutorials and or customer support?
  • Yes REDVision Tech Software for Financial Advisors Offers all guides and 24*7 tech support.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

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

Other

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

Other

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