Sidepocket

Sidepockets PaaS for Financial Advisors, helps you elevate your clients needs. Your brand, Our Strategies. Take control using our white-labeled portal! Sidepocket Inc. DBA (Sidepocket Financial) is a venture-backed deep-tech company disrupting the antiquated wealth management industry, and solving the multi-trillion-dollar drawdown problem. American investors lost an estimated 7 trillion dollars of retirement capital in the 2022 bear market, partly due to traditional strategies like the passive 60/40 losing more than 30% after adjusting for inflation. According to BoFA Global, the 60/40 strategy collapse of 2022 is the worst in over 100 years. As the relationship between losses and recovery is not linear, a 30% drawdown requires a nearly 42.8% gain just to break even. Sidepockets asset allocation technology, which applies advanced statistical analysis, quantitative modeling, and predictive analytics, is engineered to reduce drawdown in bear markets and crashes. This allows for sh...