Sidepocket is a cutting-edge platform-as-a-service (PaaS) solution designed exclusively for Certified Financial Planners (CFPs) and Financial Educators.

With Sidepocket, you can seamlessly integrate sophisticated investment management services into your practice, ensuring your clients' financial well-being while adhering to regulatory compliance.

Streamlined Investment Solutions: Sidepocket offers a diverse range of tactical asset allocation and other powerful investment strategies, carefully curated to meet your clients' diverse financial goals. Our PaaS provides you with the tools and resources to offer robust, tailored investment solutions that address individual needs.

Built for Compliance: We understand the importance of regulatory compliance in the financial industry. Sidepocket's PaaS is designed to keep you and your clients on the right side of the law. It ensures that every investment decision adheres to industry regulations, giving you the peace of mind to focus on your clients' financial success.

Efficiency and Automation: Save valuable time and resources by leveraging Sidepocket's automation capabilities. Our platform monitors the markets, automatically rebalancing portfolios each month (on average), all while you maintain transparency. You can rest easy, knowing that your clients' investments are being managed with precision and care.

Risk Mitigation: We recognize that investment losses can have a significant impact on your clients' financial well-being. Sidepocket's PaaS employs state-of-the-art quantitative methods, including tactical asset allocation, to minimize drawdowns and protect your clients' hard-earned savings. It's all about consistently maximizing returns while shielding against potential losses.

Low Barriers to Entry: Offer clients a low minimum investment requirement, starting as low as $250. Sidepocket's accessible pricing ensures that your services are available to a broad spectrum of investors, enhancing your practice's reach and appeal.

Unlock Your Clients' Financial Potential: Partner with Sidepocket PaaS and elevate your financial practice to new heights. Join the ranks of successful CFPs and Financial Educators who trust Sidepocket to provide innovative, compliant, and personalized investment management services.

Enhance your clients' financial future with Sidepocket PaaS. Your clients deserve the best, and Sidepocket is here to help you deliver it.

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