Know You Have The Right Portfolio
Connect your model portfolios to Pocket Risk’s scoring algorithm
“ Pocket Risk helps my firm win new business. Through accurately assessing a person’s risk profile
I’ve been able to show prospects how their existing portfolio failed to meet their needs. As a result
prospects have become clients and we’ve worked to correctly align their portfolios. ”
Ryan Callan, Callan Capital
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Add Your Model Portfolios
– Add up to 11 model portfolios with different asset classes
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Client Scores Connected To Your Model Portfolios
– A low score will correspond to a conservative portfolio
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Analyze Results, Make Investment Decisions
– Add up to 11 model portfolios with different asset classes
Generally speaking, the Pocket Risk range is +/-5. It means for a portfolio with 60% equities, a score of 55-65 is appropriate. Some financial advisers have adopted risk range of +/- 10 which means a risk score of 40 can have 50/ 50 portfolio i.e 50 % equities.