Pocket Risk

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.