MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Pocket Risk

By Pocket Risk

Best Risk Profiling Solution for Financial Advisors

No Ratings
$25   USD/user/month
Try It
Industries
Financial Services
Business Need
Finance
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud

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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
A Company must have a Pocket Risk account to use the AppExchange offerings.

App Details

Version
Pocket Risk/PocketRisk 1.18.0
Listed On
10/04/2023
Latest Release
10/04/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 6
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 2
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

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.

Need help?

Pocket Risk

Unit 8 , Dock Offices, Surrey Quays Road, London,

User can reach out technical support by dropping email to support@pocketrisk.com Also , they can leave text , audio or video message on the main webpage

Support Phone+44 7983557046
Other ResourcesEmailTerms & Conditions