Pocket Finance solves problems for both financial advisors and end-users by helping them reduce time spent in data collection, allowing them more time for lead generation, data analysis and financial planning. They also make it easier for the end-user to navigate through the banking process.

Milestones for Launch:

• Complete Full internal Security Compliance
• Complete third-party security audits
• ISO 270001 + SOC2
• MVP Development Alpha Testing to be completed by late-mid may
• MVP Launched Pilot Testing started June/July this year with founding customers
• Hire local full Time IT/Development Staff
• Hire part-time marketing and customer support staff
• Completed Series A funding

Future plans:

• Development of proprietary Financial IQ and education hub
• Pursue deposit accounts through People’s Trust and soon after that a branded Visa Debit card
• Continue to build out integrations with key eco-system partners such as financial planning software to increase utility
• Roll out premium paid subscription as an upgrade option for freemium consumers
• Complete development of white labelling option for B2B enterprise customers