Solution introduction

Life's good when you're on top of your money

Track, budget and save simply

Get started with Pocketbook
Looking after your money is a chore. Pocketbook uses computing power to make it super simple.

  • Create your PB account
  • Add your bank accounts
  • Track, budget and save money

Track exactly where your money is going
Pocketbook automatically organises your spending into categories like clothes, groceries and fuel – showing you where money is being spent.

Budget with taps and swipes
Set up budgets for each category, see your balances and view your transactions. Giving you actionable insights so you can spend and save even smarter.

Super-charge your finances with notifications
The smartest finance app in the App Store, smart notifications keep you in the loop without you having to lift a finger. Get notified of fees charged to your accounts.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.