Connecting Model Portfolio to Risk Score for Best Risk Analysis

Know You Have The Right Portfolio
For Your Prospects And Clients

Connect your model portfolios to Pocket Risk’s scoring algorithm

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ryan-callan

“ Pocket Risk helps my firm win new business. Through accurately assessing a person’s risk profile
I’ve been able to show prospects how their existing portfolio failed to meet their needs. As a result
prospects have become clients and we’ve worked to correctly align their portfolios. ”

Ryan Callan, Callan Capital

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Add Your Model Portfolios

– Add up to 11 model portfolios with different asset classes

client-scores-connected

0.2

Client Scores Connected To Your Model Portfolios

– A low score will correspond to a conservative portfolio

0.3

Analyze Results, Make Investment Decisions

– Add up to 11 model portfolios with different asset classes

Generally speaking, the Pocket Risk range is +/-5. It means for a portfolio with 60% equities, a score of 55-65 is appropriate. Some financial advisers have adopted risk range of +/- 10 which means a risk score of 40 can have 50/ 50 portfolio i.e 50 % equities.