Pocket Risk

Pocket Risk is an online platform designed specifically for financial advisors to assess investment risk tolerance among their clients. It addresses various issues associated with traditional risk profiling tools, such as outdated questionnaires and compliance challenges. The platform allows clients to complete a suitability questionnaire quickly, either online or on paper, facilitating a seamless user experience. Advisors receive immediate notifications upon questionnaire completion, enabling timely and informed decision-making regarding investment strategies.
The Pocket Risk tool provides insightful analytics that help advisors better understand their clients' risk appetites and suggest appropriate investment options based on a comprehensive risk assessment. In addition, it offers integration with model portfolios and tailored reporting features that enhance the advisory relationship. The platform ensures compliance with regulatory standards, including SEC and FINRA guidelines, making it a secure choice for managing client investments.
Key features include customizable questionnaires, branding options, CRM integration, and support for multiple regions including the UK, Canada, and Australia. Pocket Risk also offers a 14-day free trial, allowing potential users to explore its capabilities before making a commitment.