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 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.
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
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
Summary
No key features associated with this application.
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?
Business owners, pre-retirees and investors
Financial advisors, life insurance agents, CPAs, enrolled agents, attorneys and estate planners
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.
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.
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