About Pocket Risk
Pocket Risk is an online investment risk tolerance assessment questionnaire for financial advisors. It helps assess how much investment risk clients are willing to take to inform investment strategies.
Pocket Risk is a cloud-based risk profiling tool designed for financial advisors to assess their clients' investment risk tolerance. Launched in 2013, the platform provides a detailed questionnaire, rooted in academic research, to understand a client's financial psychology and behavior. Advisors can customize the questionnaire with their own branding, questions, and disclosures. The results are presented in a comprehensive report, which can be connected to the advisor's own model portfolios to guide investment strategy. The service offers a 14-day free trial and features integrations with CRM systems like Redtail. It is available in multiple languages and serves advisors in several countries, including the US, UK, and Canada.
Pros & Cons
- Offers a 14-day free trial to evaluate the service.
- Supports custom branding, allowing advisors to add their own logo.
- Available in multiple languages, including English, Spanish, French, and German.
- Integrates with Redtail CRM, with more integrations planned.
- Designed to be compliant with various international financial regulations (SEC, FINRA, FCA, etc.).
- The pricing page is not functional, showing $0 for all plans, which requires contacting the company for actual pricing.
- Limited number of native integrations are publicly listed.
Features
Key features
An online assessment to gauge a client's psychological willingness to take on investment risk.
Allows financial advisors to add their own logo and branding to the questionnaire for a consistent client experience.
Connects client risk scores to the advisor's model portfolios to guide investment decisions.
The platform is available in English, Spanish, French, and German.
Designed to meet compliance standards for FINRA, SEC, FCA, MFDA, IIROC, ASIC and others.
Additional features
Add firm-specific questions and disclosures to the questionnaire.
Embed the questionnaire directly onto an advisor's website to capture leads.
Manage access to information across different users within a firm.
Generates personalized and comprehensive risk profile reports for clients with clear visuals.
Serves advisors in the US, UK, Canada, Australia, New Zealand, India, and South Africa.
Questionnaires can be completed online or on paper.
Manage clients and send questionnaires via email from a central dashboard.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Pocket Risk
SecondSTAX
SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…
.png){kind=logo}
Grow For Me
Grow For Me is a productivity platform from Grow For Me that supports agricultural decision-making.…
Tynka Global
Tynka Global is an investment platform from Tynka Global that helps users find businesses to…
Spot something wrong or outdated?
Suggest a correction — a reviewer verifies every change.
About Pocket Risk
Pocket Risk is an online investment risk tolerance assessment questionnaire for financial advisors. It helps assess how much investment risk clients are willing to take to inform investment strategies.
Pocket Risk Details
Pocket Risk's In-App Market Place
Does Pocket Risk have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD, AUD, CAD, EUR, GBP, NZD
Pros & Cons
- Offers a 14-day free trial to evaluate the service.
- Supports custom branding, allowing advisors to add their own logo.
- Available in multiple languages, including English, Spanish, French, and German.
- Integrates with Redtail CRM, with more integrations planned.
- Designed to be compliant with various international financial regulations (SEC, FINRA, FCA, etc.).
- The pricing page is not functional, showing $0 for all plans, which requires contacting the company for actual pricing.
- Limited number of native integrations are publicly listed.
Pocket Risk's Support Options
Pocket Risk's Alternatives
SecondSTAX
SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…
Grow For Me
Grow For Me is a productivity platform from Grow For Me that supports agricultural decision-making.…
Tynka Global
Tynka Global is an investment platform from Tynka Global that helps users find businesses to…
.png&w=96&q=75){kind=logo}
