Risk Tolerance Questionnaire

As Seen On...

Financial planning 947d43278ad60aeadb0b5ef28e370756b335d1bf1c89a2c3c31fb42d276316dd

Investment news 6f0718ab9299a88f5eceec3d7a6c36a6b0566dc9b1c3c3348fabdab2f736614f

Cnbc fc2b61e254709cab4a12f32ebb43f551dee4cc9cd4fcc06312fea89221f740ee

Ft adviser bd8d4df4b29fac0f33a18b32c05eb9cb2116c3983011b1e7c3f870b7c222b587

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, Satisfy Compliance And Recommend The Right Investments

– 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.

– 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.

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