Pocket Risk
HQ Address
88 Wood Street, London, EC2V 7RS, United Kingdom
Website Address
Business introduction
The Best Risk Profiling Questionnaire To Know Your Risk Appetite
Pocket Risk is an online investment risk tolerance assessment questionnaire for financial advisors. It helps you assess how much investment risk your clients are willing to take
Our story
Pocket Risk began in 2012 to solve a simple problem. “How much risk should you take when investing?” It turned out to be a more complex question than expected.
After a long search we came to the following conclusions…
- How much risk you should take is dependent on your goals, risk tolerance risk capacity and any behavioral biases.
- Achieving long-term goals is primarily determined by investor psychology and behavior.
Therefore, we’ve primarily built Pocket Risk to give financial advisors the information they need to discover a client’s psychology and behavior. With this information advisors can build lasting portfolios to achieve a client’s goals.
Pocket Risk Solutions
Pocket Risk
Your client dashboard Add your clients and email the questionnaire to be completed online or on paper. Assess your clients’ risk profile Our simple yet insightful questionnaire helps you understand your clients. It is driven by academic research and compliance guidelines. Insightful reporting Get a personalized and comprehensive risk profile report for our client. Clear......
