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Pocket Risk

Best Risk Profiling Solution for Financial Advisors

Overview

Our target audience is Financial Advisors and Wealth Managers. With the help of simple , intuitive and research based questionnaires financial advisors will be able to assess their client Risk score

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See How Pocket Risk Works

  • Academic and Research-based Risk tolerance questionnaire in multiple languages.

  • Risk score will be generated which can be connected to model portfolios.

  • It is white label solution and financial advisors can embed these questionnaires on their website. We also offer integration with CRM and planning tools.

Pocket Risk help financial advisors to assess their client risk score. We offer customization which means users can add more questions on top of default questionnaire. A risk score will be generated which can be connected to a model portfolio.

Categories

Business Needs
Finance
Industries
Financial Services
Personas
Administrator
Architect
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package