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 ec7e0228ad4c92104bad69423eb5179cc9ad8d78a991f7e8c98a9ee1317505e8

“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

0.1

Add Your Model Portfolios

– Add up to 11 model portfolios with different asset classes

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Client scores connected bfb032b070ae70317d672e5d8426bfc6897bad36ee388fd071c962b3bdb3c3ab

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

– Use results to recommend portfolios for clients

Analyze results 69c5ec2f94f48218ba0961c5d6e616b7c7c361b5113024c3d9f72c481a19a2aa