INFORMATION

Updated:
Version:
2.1.4
Size:
47.7 MB
Category:
Finance
Required:
iOS
Rating:
Publish:
2022-04-18
Price:
Free
Developer:

WHAT'S NEW

The update includes multiple improvements to UX and bug fixes: - Notifications: - added swipeable carousel - added 'Advisor Requested Report' notification - renamed 'Large Transaction' notification - Added 'Almost There' screen after Sign Up process - Updated share message for recommending financial advisors - Fixed 'Inactive' advisor indicator position

Pocket Finance Mobile App SCREENSHOT

【图】Pocket Finance Mobile(截图1)【图】Pocket Finance Mobile(截图2)【图】Pocket Finance Mobile(截图3)

Pocket Finance Mobile App DESCRIPTION

Pay attention that the app is published for easy beta-testing.

Before installing the app, please, pay attention that the app is published for easy beta-testing with selected users only. Many features are in development. We do not recommend installing the app yet because the user experience is very limited and not ready for general public use. If you still want to download and use the app, we leave it at your own discretion and do not take any liability as the result of your actions.

Pocket Finance is a new way to manage and understand your finances, discover the products and the experts available in the market to assist you with pursuing bigger financial goals while improving your daily spending and saving behavior.
If you are a regular customer, Pocket Finance uses leading scientifically proven methods to empower you to:
* Avoid overspending and deficient savings with the real-time purposeful allocation
* Discover actions and products in your favor to minimize fees and put more in your pocket
* Navigate mystifying bank systems and fine print
* Build financial literacy.
If you are a financial professional, Pocket Finance makes your work easier by:
* Eliminating the need for manual data entry for financial reports
* Discovering new opportunities and next best actions with existing clients and presents it to you real-time
* Improving compliance and retention through stronger client engagement and ongoing awareness
* Off-loading budgeting compliance and cashflow burdens onto our platform; liberating cashflow for consumers to invest in their goals.

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Pay attention that the app is published for easy beta-testing. Before installing the app, please, pay attention that the app is published for easy beta-testing with selected users only. Many features are in development. We do..
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Pocket Finance Mobile App DOWNLOAD

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