Pocket Risk

Pocket Risk is a risk profiling tool designed to assist professionals in the financial industry in evaluating the risk tolerance of their clients. According to the vendor, it offers a comprehensive risk assessment framework that aids financial advisors in making informed investment recommendations based on their clients' risk profiles. Pocket Risk is said to be suitable for companies of all sizes, ranging from small independent financial advisors to large financial institutions. This tool is commonly used by financial advisors, wealth managers, investment managers, retirement planners, and insurance professionals.