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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?
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?
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?
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.
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.
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.
$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
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.
