Pocket Finance

Pocket Finance is a dual-interface FinTech platform targeting financial professionals and consumers. We aim to deepen advisor-client engagement, streamline processes, and allow consumers to access financial advice more easily. Our platform consists of a consumer-facing mobile app and a web portal for financial professionals; this combination empowers consumers to easily engage in financial planning, eases the data collection and pulse check aspects of the advisor-client relationship, and allows consumers to access a market of financial products.