Pocket Risk
By Pocket Risk
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $25 per user per month
- Listed since
- 2023
About Pocket Risk
Best Risk Profiling Solution for Financial Advisors
Pocket Risk help financial advisors to assess their client risk score. We offer customization which means users can add more questions on top of default questionnaire. A risk score will be generated which can be connected to a model portfolio.
Highlights
- Academic and Research-based Risk tolerance questionnaire in multiple languages.
- Risk score will be generated which can be connected to model portfolios.
- It is white label solution and financial advisors can embed these questionnaires on their website. We also offer integration with CRM and planning tools.
Screenshots
Pricing
Paid, from $25 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Pocket Risk Salesforce | $25 per user | Monthly | 14 days |
You must have Pocket Risk account to use Salesforce App. It will cost $25 per user per month.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Industries
- Financial Services
- Languages
- English