Pocket Risk

Investment Portfolio Management

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An advanced online tool for assessing investment risk tolerance, this platform enables financial advisors to evaluate their clients' willingness to take risks and align investment strategies accordingly. Key features include a user-friendly questionnaire that complies with regulatory standards, seamless integration with model portfolios, and the ability to generate personalized investment recommendations, ultimately solving issues related to compliance, client engagement, and tailored financial planning for advisors and their clients.

Pocket Risk can be found in Investment Portfolio Management categories.

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Pocket Risk Main Features

• compliance
  Pocket Risk meets compliance standards from various regulatory bodies like FINRA, SEC, FCA, and others.
• integrations
  Pocket Risk can connect with other tools like Redtail CRM, with more integrations coming soon.
• Custom branding
  You can add your own logo and branding to the questionnaire.
• Mobile friendly
  The SaaS works well on mobile devices, making it easy for clients to use.
• Custom questions
  You can add your own questions and disclosures to the questionnaire.
• Easy for clients
  Clients can fill out the questionnaire quickly, either on paper or online, in just 5 minutes.
• Know your clients
  You can see your clients' results and understand their thoughts better, which helps build a good relationship.
• Rock solid security
  The SaaS is secure and protects client information.
• Recommend investments
  You can link the risk score to your investment models to easily find suitable investments for your clients.
• Academic and compliant
  The questionnaire is based on academic research and follows all the rules set by regulators.
• International availability
  Pocket Risk is available for use in many countries, including the US, UK, Canada, Australia, New Zealand, and India.
• Risk tolerance questionnaire
  Pocket Risk is an online tool that helps financial advisors find out how much risk their clients are willing to take with their investments.

Pocket Risk Benefits

• Mobile Friendly
  Clients can complete the questionnaire on their phones, making it convenient for them to participate.
• Add Your Own Questions
  You can customize the questionnaire to include specific questions that matter to your clients.
• Easy For Clients To Complete
  Clients can finish the questionnaire quickly, making it simple for them to share their risk preferences.
• Recommend The Right Investments
  You can easily link the risk scores to your investment options, making it straightforward to suggest suitable choices.
• Know Your Clients’ Risk Tolerance
  You can understand your clients better, which helps in having meaningful discussions about their investments.
• Academic and Compliant Questionnaire
  The questionnaire follows research and rules, ensuring it is trustworthy and meets legal standards.

Who should use Pocket Risk?

• clients
  Clients benefit by easily completing the risk questionnaire online or on paper, helping them understand their investment preferences.
• new advisors
  New advisors can use this tool to build confidence in their client assessments and improve their service.
• busy professionals
  Busy professionals can complete the questionnaire in just 5 minutes, saving time while still getting accurate results.
• financial advisors
  Financial advisors can use this tool to quickly assess their clients' risk tolerance and recommend suitable investments.
• compliance officers
  Compliance officers will appreciate that this tool meets all regulatory guidelines, reducing the risk of fines.
• investment managers
  Investment managers can connect risk scores to model portfolios, making it easier to match clients with the right investments.

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