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.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request.

 

OTHER PRACTICE AREAS: