The Best Risk Profiling Questionnaire To Know Your Risk Appetite

Pocket Risk is an online investment risk tolerance assessment questionnaire for financial advisors. It helps you assess how much investment risk your clients are willing to take.

Our platform adheres to all risk profiling regulations, providing a secure, web-based environment grounded in Nobel Prize-winning academic research

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THE PROBLEM WITH RISK PROFILING TOOLS TODAY

Boilerplate questionnaires

Have you come across those boilerplate questionnaires that are easily gamed and fail to give you an accurate result?

type of questionnaires you and your clients can’t take seriously but have to do to “check the box”? 67% of the advisors we speak to still use those questionnaires, do you?

Difficult to use

Have you found yourself having to explain a questionnaire to a client or even fill it out for them?

Do you send paper questionnaires or struggle with another client’s online login?

Not compliant

If the regulator entered your office today and reviewed your suitability files, would you pass or worry about a fine?

Have you ever had a client complaint? Are you confident your reputation could survive it without the proper suitability documentation? Would you be scrambling for the right paperwork?

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Pocket Risk Helps You Know Your Clients And Recommend The Right Investments

An Easy Assessment for Clients to Complete

Your clients can complete the investment suitability questionnaire on paper or online in 5 minutes. They receive a private link to complete it, and you are notified immediately upon completion.

Academic and Compliant Questionnaire

The risk profiling process is robust. It is based on academic research and designed to meet regulatory guidelines. The questions in our investor suitability questionnaire cover risk capacity, client financial goals, and behavioral finance.

Know Your Clients’ Risk Profile

Assess your clients’ results and discover what is really going on in their heads. Spark insightful conversations and build a fruitful relationship. Our financial risk aversion quiz is easy and straightforward. It is compliant with all risk profiling regulations saving you and your clients from any worry regarding its credibility.

Risk appetite questionnaires designed to recommend the Right Investments

Using our asset allocation questionnaire, you can connect the final score to your model portfolios and go straight from discussing the risk to identifying investments.

Offer The Best Solutions With Clear Insights

We offer a state-of-the-art investment risk assessment tool for advisors. As a financial advisor, you will be able to offer your client a tailor-made solution derived from the set of questionnaires. You will know your client’s risk capacity, and financial goals, allowing you to create a plan that suits their needs.

Choose Us As Your Risk Profiling Partner!

If you want to excel as a financial advisor, you need to stay ahead of the curve. Our investment risk tolerance quiz is unlike any other, as it offers an in-depth risk profiling questionnaire and an accurate risk assessment of each client. So, choose Pocket Risk as your risk appetite assessment tool and take your financial advisory firm to new heights!

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Unlocking Competitive Advantage

Revamping risk assessment methodologies can give advisors a powerful competitive edge. It involves the assistance of risk assessment software.

By accurately gauging clients’ risk tolerance and aligning investment strategies with their goals, advisors can make more informed decisions. Utilizing personalized assessments, such as one-on-one interviews and advanced risk profiling tools, provides deeper insights into clients’ risk attitudes. Regularly updating these profiles ensures alignment with evolving financial goals. These improvements enable advisors to deliver highly personalized services, setting them apart in the industry.

Pocket Risk Gains Momentum in Canada, UK, and Australia Markets

Several CI Assante offices in Canada have chosen Pocket Risk as their preferred risk profiling solution. They choose Pocket risk due to its intuitive interface, multiple language support, flexible pricing, and impressive features like embedding and uploading model portfolio.

We anticipate that more and more financial advisors will transition to Pocket Risk due to our customer-centric approach and superior customer service.

Discover Your Investment Potential with Pocket Risk’s Advanced Risk Profiling Questionnaire!

At Pocket Risk, our cutting-edge risk profiling questionnaire revolutionizes how individuals and financial advisors approach investing.

By evaluating your risk factors, goals, and investment preferences through qualitative risk analysis, we tailor personalized investment recommendations that fit your unique profile. This ensures a strategic and potentially successful investment approach.

Utilizing technology, our Risk Assessment Questionnaire offers ongoing monitoring and updates to keep your investments aligned with your evolving circumstances and objectives.

Don’t wait— Discover your client risk score with the best Risk Profiling tool today.

Our Questionnaire is Trusted By…

$5.2 billion banking group

Richard Siegel – ARQ Wealth Advisors – $135m AUM

Independent Canadian Financial Services Broker

Steve Martin – Smart Financial – £70m AUM Independent Financial Adviser

Michelle Smith – Source Financial Advisors – $265m AUM

$10.4 billion financial services group

Ryan Callan – Callan Capital – $724m AUM

Randolph Redmond – IAR
Cambridge Investment Research

Partnerships

Start Assessing Your Clients’ Risk Tolerance Score Today