Hi Ryan,

Below are some resources that will help you understand how Pocket Plan can is positioned to help bank customers.

When you’re interested in discussing more, please schedule a time below my calendar:
https://calendly.com/pocketplan/advisor-introduction

You can try the live platform as a consumer by clicking here:
https://desktop.pocketplan.io/register?advisor=patron @pocketplanner.io&role=client&source=Inner-Circle

This is the individual quick start guide:
https://pocketplan.io/individual-getting-started/

Here is the advisor demo:
https://pocketplan.io/advisor-leap/advisor-demo-walk-through/

I’m happy to answer any questions.

Thanks,


Nathan Garcia
202-558-8439