Pocket Risk

1

Pocket Risk is a comprehensive online platform designed for financial advisors, offering a sophisticated risk profile questionnaire. With this tool, advisors can assess the risk tolerance of their clients, gaining valuable insights to tailor investment strategies effectively. Beyond risk assessment, Pocket Risk serves as an educational resource, helping advisors communicate complex financial concepts to clients. Moreover, it aids in meeting compliance requirements by providing a streamlined and

Experience

• financial advisor software

  Feb 2019 to Present

  Pocket Risk is a comprehensive online platform designed for financial advisors, offering a sophisticated risk profile questionnaire. With this tool, advisors can assess the risk tolerance of their clients, gaining valuable insights to tailor investme

• Joined APSense.com

  Jan 2024