Compare Pocket Plan vs CardPointe vs Redvision Tech

Pocket Plan 2 Financial Services	CardPointe 23 Financial Services	Redvision Tech 0 Financial Services
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	Crozscore 76% what is this? User Happiness: 44% Press Buzz: 51% User Trend: interest falling	Crozscore 80% what is this? Press Buzz: 43% User Trend: interest falling
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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 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	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? Business owners, pre-retirees and investors 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 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: - 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:
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 Redvision Tech Personal Freelance Startups SMEs Agencies Enterprises Desktop Platforms: Web App Windows Mobile Platforms: iOS Android Languages: English Regional Restrictions: No restrictions.