Pocket Plan App

iPhone / Finance

Pocket Plan: Smarter Money Decisions, Made Simple
Plan with confidence. Grow with purpose.

Pocket Plan is your all-in-one money management app built to give you clarity, control, and confidence over your finances. Whether you're planning your next big purchase, working toward financial freedom, or collaborating with your financial advisor — Pocket Plan makes it easy to visualize your future and make smart financial decisions, every day.

Why Pocket Plan?
Because your goals deserve more than a spreadsheet.

With simple tools and powerful insights, Pocket Plan helps you:

Track your assets, income, and spending

Build and compare financial scenarios

Set and monitor financial goals

Get clear visual forecasts that show your path to success

Collaborate seamlessly with your financial advisor

Top Features:
- Easy-to-use dashboard with a complete financial snapshot

- Interactive scenario builder to test decisions before you make them

- Advisor connection for expert guidance (optional but powerful)

- Secure data encryption for peace of mind

- Real-time syncing with financial accounts

Perfect for:
- Professionals looking to get ahead financially

- Families planning for education, retirement, or homeownership

Anyone tired of budgeting apps that only track — not plan

Financial advisor clients seeking real-time engagement and clarity

Your Data = Your Privacy
Pocket Plan uses bank-grade security to keep your information safe.

Start making better decisions with your money today.
Download Pocket Plan — and start planning with purpose.

Quoi de neuf dans la dernière version ?

UI Changes:
- Updated icons
- Replaced arrow with chevron icon
- Centered screen titles
- Filter buttons My Scenarios Page
Fixes:
- Search functionality on the Account Summary page
- Sharing scenarios with advisors
- Updating public scenarios
New Features:
- Added the ability to cancel a pending request with an Advisor Profile
- Enabled navigation to the Scenario Details screen when an advisor taps on a shared scenario, and also added the ability for advisors to edit the scenario