Pricing

14-day free trial and 30-day money back guarantee.

BUSINESS

0
per month
billed annually

Start My Free Trial
  • 10 Users
  • Custom Branding
  • Unlimited Clients
  • Model Portfolios
  • Integrations
  • Add To Your Website
  • Add Questions
  • Team Admin Controls
  • Telephone Support

PROFESSIONAL

0
per month
billed annually

Start My Free Trial
  • 3 Users
    Users are the number of people in your firm who need regular access to Pocket Risk.
  • Custom Branding
    Add your own logo and branding to the Pocket Risk questionnaire and control the client experience.
  • Up To 500 Clients
    Use the questionnaire an unlimited number of times with 500 active clients.
  • Model Portfolios
    Add your model portfolios to Pocket Risk and integrate it with our reporting.
  • Integrations
    Integrate Pocket Risk with Redtail CRM. More integrations coming soon.
  • Add To Your Website
    Embed the questionnaire on your website to drive leads and simplify client completion.
  • Add Questions
    Add your own questions to the questionnaire to collect additional information specific to your firm.
  • Team Admin Controls
    Control access to information across your team.
  • Telephone Support

SOLO

0
per month
billed annually

Start My Free Trial
  • 1 User
  • Up To 80 Clients
  • Email Support

How does the free trial work?

Once you sign up you have 14 days to evaluate the service. If you cancel within 14 days of signing up you won’t be charged a dime. After 12 days we will email you to remind you that your trial is about to expire. After the 14 day trial you will be charged a fee according to the plan you’ve chosen. If you forget to cancel and are charged we will refund your money so long as it is within 30 days of your first payment.

How does the free trial work?

A user is the number of people in your company who need regular access to the software. For two users it could be one adminstrator and one advisor or simply two advisors. You can choose depending on what works best within your firm.

How does the free trial work?

Yes, you can change your plan at any time.

Can I add my disclosures to your questionnaire?

Yes, we allow you to add your own specific disclosures throughout the service.

Is your questionnaire also available on paper?

Yes.

What kind of support do you offer?

As a standard we offer email support from 8am-5pm Eastern time Monday to Friday. However, we are often happy to take calls, solve issues on the weekend, or assist after 5pm Eastern. If you tell us it is urgent, we will be there.

Are there any partnership discounts?

Yes, members of XYPN, NAPFA, Cambridge Investment Research and the Garrett Planning Network will receive 10% off advertised pricing. Please inform us after you sign up and the discount will be applied.

Is Pocket Risk compliant with the relevant SEC and FINRA regulations?

Yes. More details on compliance are detailed extensively on our compliance page.

What kind of data security do you use?

We utilize 256-bit SSL encryption by GeoTrust and the world-class server infrastructure of Amazon Web Services, Pocket Risk ensures the absolute privacy of our users’ data. We do not distribute or sell any of your client data. Read more on our security page.

How does your cancellation policy work?

On our monthly plan you can cancel at any time. We do not lock you in. If you sign up for the yearly plan you have 30 days from your payment to cancel your account.