Compare Pocket Plan vs Seamless Chex vs Redvision Tech

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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 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?
    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?
  • 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.

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:
-
Likes:
Followers:

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

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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