Pocket Risk

Product Type:

Risk Tolerance Assessment Tool

Pocket Risk is an online risk profile questionnaire for financial advisors. Advisors use Pocket Risk to assess risk, educate clients and meet compliance needs.

INTEGRATES WITH:

Redtail, Schwab, XYPN, NAPFA

PRICING:

Pricing starts at $59 per month, per user.

FREE TRIAL AVAILABLE?

Yes.

CREATED BY:

Pocket Risk

Company About us:

Help advisors accurately assess their clients’ risk profile so they can recommend the best investments.

CONTACT:

Phone: 917-563-2502

E-mail: [email protected]