Pocket Risk
Employer Description
Pocket Risk is a comprehensive online platform designed for financial advisors, offering a sophisticated risk profiling and assessment tool. With this advanced questionnaire, advisors can accurately measure clients’ risk tolerance and tailor investment strategies accordingly. Beyond assessment, Pocket Risk acts as an educational resource, helping advisors explain complex financial concepts with clarity. It also supports compliance by providing a standardized, data-driven approach to evaluating investment risk. By simplifying risk profiling and enhancing communication, Pocket Risk strengthens client relationships and empowers advisors to make more informed, confident financial decisions.