In today’s complex financial landscape, understanding a client’s risk profile is paramount to providing sound investment advice. Traditional risk questionnaires often fall short, lacking the robustness and client-centric design needed to generate truly reliable results. Enter Pocket Risk, a risk profiling solution designed to empower financial advisers with insights into their clients’ risk tolerance, goals, and capacity.
HIGH-LEVEL FUNCTIONALITY
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
OTHER PRACTICE AREAS:
INSIGHTS: