Pocket Risk | Risk Profile Questionnaire for Financial Advisors

Know Your Clients, Manage Their Expectations
And Satisfy Compliance

Pocket Risk is a risk tolerance questionnaire for financial advisors

As Seen On...

Financial planning 947d43278ad60aeadb0b5ef28e370756b335d1bf1c89a2c3c31fb42d276316dd
Investment news 6f0718ab9299a88f5eceec3d7a6c36a6b0566dc9b1c3c3348fabdab2f736614f
Cnbc fc2b61e254709cab4a12f32ebb43f551dee4cc9cd4fcc06312fea89221f740ee
Wealth management cf7c76ed6aef49bd058bc50c3be0eba4ae03c976303fa93b26385462a7fa082e

Assess Your Clients' Risk Profile In 3 Easy Steps

0.1

Send Questionnaire To Clients

– Clients can complete online or on paper

Start Questionnaire screenshot
Risk Profile Questionnaire screenshot

0.2

Clients Complete Questionnaire

– Easy to understand questionnaire
– Takes less than 5 minutes
– Academic and scientifically validated

0.3

Analyze Results, Make Investment Decisions

– Get client score
– Connect score to your model portfolio

Risk Profile Reporting screenshot

More Than A Questionnaire…

Website cb3b32cdfbe4eef5c6569edf4d317e095e3d271113cfc6644ec6c0178fe1093d

Add Pocket Risk to your website

Model portfolios ea1a14ea25ff67544ed5cdcf718b73a85dd1b186d8bfcebfcebfcda85e76c239

Add your model portfolios

Security 446849d4cdc8b62384f7ceb81c5c889bbc347b4a38bfdee232935ce01df57e34

Rock solid security

International 27b283557a3bbcd4e5ab75311bf7f79cf5efca92c140ab099d88b424ce36fc6a

International - US, UK, Canada, Australia, India

Logo branding 8ce163cc80072cb81ba706327d536cfa4810eb16f6ec5a03984dfc0e9a751e54

Add your logo and branding

Integrations ff887e801f9580798350ffb93856cb0338859b4bcedda376b7b21484101eb866

Integrations - Redtail CRM. More coming soon

Mobile 7c21e910fa41d2a319870622337b02760f71ae86d2ee9a9fcbfc36f48cdf2f87

Mobile friendly

Disclosures 614685d81283e2404b3a19ff4693469c1e18685007db508e76a7f3605d6152c8

Add your own questions and disclosures

Compliance 1fb5df2f22d1396b26655bfcc1ff42345506d4e289d54612708c695c90e34dbe

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

Trusted By…

Univest 7aef88dcb29007add48b809cfc898c8faca74be92e20b0fd1e79ebba2f2f9d44

$5.2 billion banking group

Richard siegel 3a158b1e01cbbefa34e23d888c384b253a00edbfa2538f9e94c3a3359db84c68

Richard Siegel - ARQ Wealth Advisors - $135m AUM

Hanson mcclain aa2db2e286b17dd011cedbc57ee0fcbb39721031f3ee7062fb0d919440a93fe3

$2.0 billion RIA and registered BD

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