The Best Risk Profiling Questionnaire To Know Your Risk Appetite

Pocket Risk is an online investment risk tolerance assessment questionnaire for financial advisors. It helps you assess how much investment risk your clients are willing to take.

Compliance with all risk profiling regulations. Secure, web-based platform. It is backed by Nobel Prize-winning academic research.

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THE PROBLEM WITH RISK PROFILING TOOLS 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 questionnaire to a client or even fill it out for them?

Do you send paper questionnaires or struggle with another client’s online login?

Not compliant

If the regulator entered your office today and reviewed your suitability files, would you pass or worry about a fine?

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

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

An Easy Assessment for Clients to Complete

Your clients can complete the investment suitability 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

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Academic and Compliant Questionnaire

The risk profiling process is robust. It is based on academic research and designed to meet regulatory guidelines. The questions in our investor suitability questionnaire cover risk capacity, client financial goals, and behavioral finance.

Know Your Clients’ Risk Profile

Assess your clients’ results and discover what is really going on in their heads. Spark insightful conversations and build a fruitful relationship. Our financial risk aversion quiz is easy and straightforward. It is compliant with all risk profiling regulations saving you and your clients from any worry regarding its credibility.

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Risk appetite questionnaires designed to recommend the Right Investments

Using our asset allocation questionnaire, you can connect the final score to your model portfolios and go straight from discussing the risk to identifying investments.

Offer The Best Solutions With Clear Insights

We offer a state-of-the-art investment risk assessment tool for advisors. As a financial advisor, you will be able to offer your client a tailor-made solution derived from the set of questionnaires. You will know your client’s risk capacity, and financial goals, allowing you to create a plan that suits their needs.

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Choose Us As Your Risk Profiling Partner!

Now, if you want to be the best financial advisor out there, you need to get ahead of time. Our investment risk tolerance quiz is unlike any other, as it offers an in-depth risk profiling questionnaire and an accurate risk assessment of each client. So, choose Pocket Risk as your risk appetite assessment tool and take your financial advisory firm to new heights!

More Than An Investor Suitability Questionnaire

website

Add Pocket Risk to your website

model-portfolios

Add your model portfolios

security

Rock solid security

international

International – US, UK, Canada, Australia, NZ, India

logo-branding

Add your logo and branding

integrations

Integrations – Redtail CRM. More coming soon

mobile

Mobile friendly

disclosures

Add your own questions and disclosures

compliance

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

Start Assessing Your Clients Today

ADOPTING A BETTER METHODOLOGY COULD GIVE ADVISORS A HUGE COMPETITIVE EDGE

Improving the methodology for assessing a client’s risk profile could offer advisors a significant competitive advantage because it would allow them to gauge their client’s willingness to take on risk and make investment decisions that align with their goals and preferences. By using a more comprehensive and robust approach to determining tolerance, advisors can better tailor their recommendations and avoid making ill-advised or inappropriate investments for their clients.

 

One way advisors can improve their methodology is by incorporating personalized assessments, such as one-on-one interviews, behavioral questionnaires, or risk profiling tools, instead of relying solely on traditional demographic factors. This involves the assistance of risk assessment software.

Risk profiling tools can provide deeper insights into a client’s risk attitude and help advisors make informed decisions about their investment strategy.

Another improvement could be regularly reassessing a client’s profile as their circumstances, and financial goals change over time. By doing this, the advisor can always align with the client’s current risk profile and preferences. And if needed, it allows for changes to be made to the investment strategy.

By implementing these improvements in methodology, advisors can offer a higher level of personalized and tailored service to their clients, ultimately giving them a competitive edge in the industry.

REVOLUTIONIZING FINANCIAL ADVISORY: THE POWER OF ADVANCED RISK PROFILING IN CANADA, UK, AND AUSTRALIA

Financial advisors are gaining a competitive edge by adopting advanced risk profiling in Canada. This approach, including one-on-one interviews and behavioral questionnaires, enables deeper insights into clients’ risk attitudes, with regular reassessments ensuring ongoing alignment with evolving financial goals.

Pocket risk also provides a smarter approach for financial advisors with risk profiling in the UK and Australia. Ongoing monitoring and updates ensure continuous alignment with clients’ changing circumstances, empowering advisors to make informed decisions for long-term financial success.

A SMARTER APPROACH TO HANDLE RISK

At Pocket Risk, a risk profiling questionnaire can affect how individuals and financial advisors approach investing.

By assessing an individual’s risk factors, goals, and investment preferences through risk profiling with the score, we can tailor investment recommendations to fit their unique risk profile. This allows for a more personalized and potentially successful investment strategy.

Additionally, with technology, our Risk Assessment Questionnaire can provide ongoing monitoring and updates to ensure that an individual’s investments continue to align with their circumstances and goals.

Using our risk intelligence test, advisors can make a significant difference in the success of an investment portfolio. It clarifies an individual’s risk score and allows for more informed decision-making. Ultimately, this increases the likelihood of reaching financial goals and achieving long-term success.

We understand the importance of finding an investment strategy that works for you. That’s why we’ve developed our comprehensive questionnaire to help you identify your attitude toward risk and make informed investment decisions. This is what makes Pocket Risk one of the best risk profiling tools for financial advisors.

Our risk appetite questionnaire assesses your risk profile by asking about your investment goals, time horizon, and preferences for various investment scenarios. Based on your responses, we will provide personalized recommendations for an appropriate level of risk in your investments.

So why wait? Start taking control of your financial future today and find your risk profile by taking our Questionnaire at Pocket Risk!

Our Questionnaire is Trusted By…

univest

$5.2 billion banking group

richard-siegel

Richard Siegel – ARQ Wealth Advisors – $135m AUM

rothenberg

Independent Canadian Financial Services Broker

steve-martin

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

michelle-smith

Michelle Smith – Source Financial Advisors – $265m AUM

guidestone

$10.4 billion financial services group

ryan-callan

Ryan Callan – Callan Capital – $724m AUM

randolph-redmond

Randolph Redmond – IAR
Cambridge Investment Research

Partnerships

schwab
cambridge-investment-research
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garrett-planning-network
napfa

Start Assessing Your Clients’ Risk Tolerance Score Today