{"id":180,"date":"2018-09-15T19:48:27","date_gmt":"2018-09-15T19:48:27","guid":{"rendered":"http:\/\/ec2-35-171-7-2.compute-1.amazonaws.com\/?page_id=180"},"modified":"2026-04-30T10:55:09","modified_gmt":"2026-04-30T10:55:09","slug":"how-it-works","status":"publish","type":"page","link":"https:\/\/pocketrisk.com\/de\/how-it-works\/","title":{"rendered":"How It Works"},"content":{"rendered":"

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So funktioniert unser Fragebogen zur Anlagerisikotoleranz<\/b><\/h1>\n

[\/vc_column_text][vc_empty_space height=”20px”][vc_row_inner row_type=”row” type=”grid” text_align=”left” css_animation=”” el_class=”custom-container testimonial-main testi-width” el_id=”testimonial-mobile-width”][vc_column_inner el_class=”testimonial-img-in-mobile” width=”1\/6″][vc_single_image image=”183″ img_size=”90×98″ alignment=”right” qode_css_animation=””][\/vc_column_inner][vc_column_inner el_class=”white-testimonials testimonial-text-in-mobile” width=”3\/4″][vc_column_text css=””]<\/p>\n

\u201ePocket Risk ist ein robuster Risikofragebogen, der f\u00fcr Kunden leicht verst\u00e4ndlich ist. Es ist einfach, die Ergebnisse zu interpretieren und den n\u00e4chsten Schritt im Anlageprozess einzuleiten.\u201c<\/span><\/p>\n

[\/vc_column_text][vc_empty_space height=”30px”][vc_column_text]Joshua Stega, JAS Wealth[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css=”.vc_custom_1537041988038{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #ffffff !important;}” z_index=”” el_class=”questionnaires-container custom-container border-bottom”][vc_column][vc_column_text css=””]<\/p>\n

Durch eine Reihe von Fragen ermitteln wir das Ma\u00df an Anlagerisiko, das Ihr Kunde psychologisch bereit ist einzugehen. Diese Informationen k\u00f6nnen Sie anschlie\u00dfend nutzen, um ein Portfolio zusammenzustellen, das seinen Anlagebed\u00fcrfnissen entspricht.<\/span><\/p>\n

[\/vc_column_text][vc_empty_space height=”20px”][vc_column_text css=””]<\/p>\n

Klicken Sie hier,um einen Muster-Fragebogen und einen Kundenbericht anzuzeigen <\/a><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css=”.vc_custom_1537041416234{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #ffffff !important;}” z_index=”” el_class=”questionnaires-container custom-container border-bottom”][vc_column el_class=”how-it-works-subline”][vc_column_text css=””]<\/p>\n

Video-\u00dcbersicht<\/b><\/h4>\n

[\/vc_column_text][vc_empty_space height=”40px”][\/vc_column][vc_column width=”1\/6″][vc_empty_space height=”20px”][\/vc_column][vc_column width=”2\/3″][vc_raw_html]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[\/vc_raw_html][\/vc_column][vc_column width=”1\/6″][vc_empty_space height=”20px”][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css=”.vc_custom_1537041416234{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #ffffff !important;}” z_index=”” el_class=”questionnaires-container custom-container border-bottom”][vc_column width=”1\/6″][vc_empty_space height=”20px”][\/vc_column][vc_column width=”2\/3″ el_class=”how-it-works-subline”][vc_column_text css=””]<\/p>\n

Ihr Kunden-Dashboard<\/b><\/h4>\n

[\/vc_column_text][vc_empty_space height=”20px”][vc_column_text css=””]<\/p>\n

F\u00fcgen Sie Ihre Kunden hinzu und versenden Sie den Fragebogen per E-Mail, damit dieser online oder auf Papier ausgef\u00fcllt werden kann.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”1\/6″][vc_empty_space height=”20px”][\/vc_column][vc_column][vc_empty_space height=”20px”][vc_single_image image=”6623″ img_size=”full” alignment=”center” css=”” qode_css_animation=””][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css=”.vc_custom_1537041416234{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #ffffff !important;}” z_index=”” el_class=”questionnaires-container custom-container border-bottom”][vc_column width=”1\/6″][vc_empty_space height=”20px”][\/vc_column][vc_column width=”2\/3″ el_class=”how-it-works-subline”][vc_column_text css=””]<\/p>\n

Bewerten Sie das Risikoprofil Ihrer Kunden durch einen Test zur Anlagerisikotoleranz<\/b><\/h4>\n

[\/vc_column_text][vc_empty_space height=”20px”][vc_column_text css=””]<\/p>\n

Unser einfacher und dennoch aufschlussreicher Fragebogen hilft Ihnen dabei, Ihre Kunden zu verstehen. Er basiert auf akademischer Forschung und Compliance-Richtlinien.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”1\/6″][vc_empty_space height=”20px”][\/vc_column][vc_column][vc_empty_space height=”20px”][vc_single_image image=”6727″ img_size=”800×400″ alignment=”center” css=”” qode_css_animation=””][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css=”.vc_custom_1537041416234{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #ffffff !important;}” z_index=”” el_class=”questionnaires-container custom-container border-bottom”][vc_column width=”1\/6″][vc_empty_space height=”20px”][\/vc_column][vc_column width=”2\/3″ el_class=”how-it-works-subline”][vc_column_text css=””]<\/p>\n

Aussagekr\u00e4ftiges Reporting<\/b><\/h4>\n

[\/vc_column_text][vc_empty_space height=”20px”][vc_column_text css=””]<\/p>\n

Erhalten Sie einen personalisierten und umfassenden Risikoprofil-Bericht f\u00fcr Ihren Kunden. Klare Visualisierungen und Grafiken unterst\u00fctzen die Aufkl\u00e4rung f\u00fcr Sie und Ihre Kunden.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”1\/6″][vc_empty_space height=”20px”][\/vc_column][vc_column][vc_empty_space height=”20px”][vc_single_image image=”6625″ img_size=”760×530″ alignment=”center” css=”” qode_css_animation=””][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css=”.vc_custom_1537041416234{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #ffffff !important;}” z_index=”” el_class=”questionnaires-container custom-container border-bottom”][vc_column width=”1\/6″][vc_empty_space height=”20px”][\/vc_column][vc_column width=”2\/3″ el_class=”how-it-works-subline”][vc_column_text css=””]<\/p>\n

Verbinden Sie Risiko-Scores mit Ihren Modellportfolios<\/b><\/h4>\n

[\/vc_column_text][vc_empty_space height=”20px”][vc_column_text css=””]<\/p>\n

Wissen Sie genau, wie Sie die Anlagen Ihrer Kunden platzieren m\u00fcssen, indem Sie das Risiko direkt mit einem Investmentportfolio verkn\u00fcpfen.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=”1\/6″][vc_empty_space height=”20px”][\/vc_column][vc_column][vc_empty_space height=”20px”][vc_single_image image=”6626″ img_size=”800×290″ alignment=”center” css=”” qode_css_animation=””][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” el_class=”custom-container testi-width new-text-container” z_index=”” css=”.vc_custom_1537376675190{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #468da4 !important;}” el_id=”website-“][vc_column el_class=”text-center”][vc_column_text css=””] So funktioniert unser Fragebogen zur Anlagerisikotoleranz [\/vc_column_text][vc_empty_space height=”20px”][vc_row_inner row_type=”row” type=”grid” text_align=”left” css_animation=”” el_class=”custom-container testimonial-main testi-width” el_id=”testimonial-mobile-width”][vc_column_inner el_class=”testimonial-img-in-mobile” width=”1\/6″][vc_single_image image=”183″ img_size=”90×98″ alignment=”right” qode_css_animation=””][\/vc_column_inner][vc_column_inner 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