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Pocket Risk
Best Risk Profiling Solution for Financial Advisors
- Industries
- Financial Services
- Business Need
- Finance
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService 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
Highlights
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.
Provider Details
Pocket Risk helps financial advisors assess their clients' risk scores. The product involves financial advisors distributing an online questionnaire to their clients, which assesses how much risk they are willing to take in their assessment. Based on the risk tolerance score, Pocket Risk recommends a model portfolio for the end client. We are one of the market leaders in this niche and serve more than 250 RIA firms. Our unique value proposition lies in an intuitive questionnaire backed by academic research. We offer various features, including an embedding solution on a website, a white-label solution, customization, integration with various CRMs, and APIs to fetch data. Our solution is available in multiple languages. We have built the Pocket Risk Salesforce App so that advisors can launch the questionnaire within the Salesforce environment. It is important to subscribe to Pocket Risk before using the Salesforce App.
Pricing Details
You must have Pocket Risk account to use Salesforce App. It will cost $25 per user per month.
Default Plan
$25 USD/user/month
Free trial available for 14 days