Updated Net Worth screen with new design and increased functionality. Now you can sort by asset type & accounts with a single click. See account classification for Total Assets, Cash, Taxable or Tax Deferred investments. If you're looking at your Liabilities, you can sort Total Liabilities, Mortgage, Loans or Credit Cards.

Fixed: Advisor home screen display text with link sources. Also updated chart colors and advisor source drop down to display current links. Updates: Updated notifications page to handle cases where no notifications exist yet. The user will see an icon and text display for empty notifications.

Improved notifications to the advisor and client. Easier scheduling with the advisor through the scenario function.

Updated Scenario functionality with Mortgage Calculator, sharing scenarios with advisors and notifications. It's easier to create a mortgage scenario to test monthly payments. These scenarios can be shared with an advisor. You will receive a notification via email and in app when the advisor has accepted the scenario.

Updated Retirement score functionality and usability making it easier than ever for users to create, test and share a scenario. The new UI makes it easier for you to edit a default scenario to test your retirement score. Once you're done editing, you can share the scenario with your advisor.

Updated functionality for notifications for advisor connections, account details and scenario sharing. Bug fixes for Retirement Score details.

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

Updated security and improved functionality. Create scenarios easier by selecting a dropdown option and watching your retirement score update

Fix: Client ratings in advisor home screen

Improved UX of charts for easier readability. Net Worth and Cash Flow charts have easier layout for a quick scan and understanding of information

Track manual accounts in your Pocket Plan. Enter assets that don’t require regular updates for activity or value. Manual accounts are those which you update personally. Your live accounts are updated daily once connected through Plaid. Your manual accounts will only be updated when you provide new data. Assets that can be included as a manual account include: Property (Home, Business Interest, Collectible, Etc.) Private Stock (Business, Founder Shares, Angel Investments) Crypto (Bitcoin, Ethereum, etc.) Your account details include: Account Name: IE: Coinbase Wallet Account Owner: Your Name Account Type: Brokerage Account Sub-Type: Crypto Value: $4,000 Users will see these accounts added to their Net Worth and Investment Reports. In order to make changes to a Manual Account, users need to update the value personally. The logged prices will be included with the Manual Account. Adding to Existing Accounts Add new purchases in an account by adding to existing account from the Manual Account screen. Choose Add to Existing to add a separate security owned in the same account. For instance, you could add multiple coin holdings in an account like BTC, ETH, etc. Update Existing Update prices of existing assets in Manual Accounts. This is used to reflect any change in price that you would like reflected in your Pocket Plan. For more information visit https://pocketplan.io/knowledge-base/

We have updated the investment report so that you can now access these details on your mobile device. This allows you to see your total portfolio and other investment holdings. Quickly sort your investment holdings by equity mutual fund or ETF. You can see your portfolio allocation as one portfolio which includes all accounts or individual account allocation.

- Advisor can now register, connect with clients and see their portfolio - Advisor can share marketing link to connect with more clients - Client's investment accounts added