{"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":"2026-04-29T05:46:14","modified_gmt":"2026-04-29T05:46:14","slug":"how-it-works","status":"publish","type":"page","link":"https:\/\/pocketrisk.com\/es\/how-it-works\/","title":{"rendered":"How It Works"},"content":{"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=””]<\/p>\n

As\u00ed funciona nuestro cuestionario de tolerancia al riesgo de inversi\u00f3n<\/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=””]\u201cPocket Risk es un cuestionario de riesgo s\u00f3lido y f\u00e1cil de entender para los clientes. Es sencillo interpretar los resultados y dar el siguiente paso en el proceso de inversi\u00f3n.\u201d<\/span>[\/vc_column_text][vc_empty_space height=”30px”][vc_column_text css=””]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

A trav\u00e9s de una serie de preguntas, determinamos el nivel de riesgo de inversi\u00f3n que su cliente est\u00e1 psicol\u00f3gicamente dispuesto a asumir. Esta informaci\u00f3n puede utilizarse posteriormente para crear una cartera que se ajuste a sus necesidades de inversi\u00f3n.<\/span><\/p>\n

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

Haga clic aqu\u00ed para ver un cuestionario de muestra y un informe de cliente.<\/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

Resumen en video<\/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

Su panel de clientes<\/h4>\n

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

A\u00f1ada a sus clientes y env\u00ede el cuestionario por correo electr\u00f3nico para que pueda completarse en l\u00ednea o en papel.<\/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=”6615″ 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

Eval\u00fae el perfil de riesgo de sus clientes mediante una prueba de tolerancia al riesgo de inversi\u00f3n.<\/h4>\n

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

Nuestro cuestionario, sencillo pero revelador, le ayuda a comprender a sus clientes. Est\u00e1 basado en investigaci\u00f3n acad\u00e9mica y en directrices de cumplimiento normativo.<\/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=”6616″ 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

Informes detallados<\/h4>\n

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

Obtenga un informe de perfil de riesgo personalizado y completo para su cliente. Visualizaciones claras y gr\u00e1ficos ayudan a facilitar la comprensi\u00f3n tanto para usted como para sus clientes.<\/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=”6617″ 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

Vincule las puntuaciones de riesgo con sus carteras modelo<\/h4>\n

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

Sepa exactamente c\u00f3mo asignar las inversiones de sus clientes al vincular directamente el riesgo con una cartera de inversi\u00f3n.<\/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=”6618″ 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=””] As\u00ed funciona nuestro cuestionario de tolerancia al riesgo de inversi\u00f3n [\/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 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