Pocket Risk began in 2012 to solve a simple problem. “How much risk should you take when investing?” It turned out to be a more complex question than expected.
After a long search we came to the following conclusions…
Therefore, we’ve primarily built Pocket Risk to give financial advisors the information they need to discover a client’s psychology and behavior. With this information advisors can build lasting portfolios to achieve a client’s goals.
Serving advisors for years
Advisors on our platform manage over $35 billion in assets
Available for advisors in the US, UK, Canada, Australia, NZ, India and South Africa