Know Your Clients’ Risk Tolerance
Pocket Risk is an online

risk tolerance questionnaire

for financial advisors.
It helps you assess how much investment risk your clients are willing to take.

As Seen On...

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The Problem With Risk Questionnaires Today

Boilerplate questionnaires

Have you come across those boilerplate questionnaires that are easily gamed and fail to give you an accurate result?

The type of questionnaires you and your clients can’t take seriously but have to do to “check the box”? 67% of the advisors we speak to still use those questionnaires, do you?

Difficult to use

Have you found yourself having to explain a risk tolerance questionnaire to a client or even fill it out for them?

Do you send paper questionnaires or struggle with yet another client online log in?

Not compliant

If the regulator entered your office today and went through your suitability files, would you pass or be worried about a fine?

Have you ever had a client complaint? Are you confident your reputation could survive it without the proper suitability documentation? Would be scrambling for the right paperwork?

Pocket Risk Helps You Know Your Clients And Recommend The Right Investments

Easy For Clients To Complete

– Your clients can complete the questionnaire on paper or online in 5 minutes. They get sent a private link where they can complete it and you get notified immediately when it’s done.

Investor Risk Profile
Risk Tolerance Questionnaire

Academic and Compliant Questionnaire

– The questionnaire is robust. It is based on academic research and designed to meet regulator guidelines. Questions cover investment risk tolerance, risk capacity, client financial goals and behavioural finance.

Know Your Clients’ Risk Tolerance

– Assess your clients’ results and discover what is really going on in their head. Spark insightful conversations and build a fruitful relationship.

Risk Tolerance Report
Risk Tolerance Assessment

Recommend The Right Investments

– You can connect the final score to your model portfolios and go straight from discussing risk to identifying investments.

More Than A Questionnaire…

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Compliance - FINRA, SEC, FCA, MFDA, IIROC, ASIC and others

Start Assessing Your Clients’ Risk Tolerance Today

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Pocket Risk Is Trusted By…

Univest 7aef88dcb29007add48b809cfc898c8faca74be92e20b0fd1e79ebba2f2f9d44

$5.2 billion banking group

Richard siegel 3a158b1e01cbbefa34e23d888c384b253a00edbfa2538f9e94c3a3359db84c68

Richard Siegel - ARQ Wealth Advisors - $135m AUM

Rothenberg 7706b322e9ac164c8aef8055f9b23e7e653ccf3eb0e67c7e03f6f88e29464aa2

Independent Canadian Financial Services Broker

Steve martin 407f04363bbec1bdc4d7f39ed66be8337ea4d3222ccc45af02fc06351fa223a0

Steve Martin - Smart Financial - £70m AUM Independent Financial Adviser

Michelle smith ef85113cbd2b36a1d4d7a090d402499fb7f38ee5ef2f01f6b7e0a40a39ebecd1

Michelle Smith - Source Financial Advisors - $265m AUM

Guidestone 8ee1366678f07331cf8f146037d53365118548480941f8d51773d234b908fe8c

$10.4 billion financial services group

Ryan callan ec7e0228ad4c92104bad69423eb5179cc9ad8d78a991f7e8c98a9ee1317505e8

Ryan Callan - Callan Capital - $724m AUM

Randolph redmond 8b5d2790567dee679b25136844d1f9201550b8af50f30dc3485d0f28be952265

Randolph Redmond - IAR
Cambridge Investment Research

Partnerships

Schwab 91838e546bee16fca6d55ecae76a063737fec4602d5c256dd0dcaf5c5da7fc8a
Cambridge investment research 4c92e1ff5c02ae83669cf1eba32a91d8d8120247d25b00ae4834b67f52431064
Xy planning network b5fd4c52131ac48bf36fe6550703d6cc68b9d6e33173d835296f963c0b630129
Garrett planning network 26c9d32ad373fda0a922d0bd7ad4caeb0b8331a742cd112d942baf6f4b681ab6
Napfa 573238e14143105395c525df23aa6727055699b1c549d12a6617e1c3e2a10ecd

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