Pocket Risk
Service Provider
https://ca.pocketrisk.com/
Are you sure you want to UnHuddle with ?
Industries
Contact
35 King St E, Hamilton, Canada L8N 4A9Hamilton, ON L8N 4A9
Canada
About
Pocket Risk is a comprehensive online platform designed for financial advisors, offering a sophisticated risk profile questionnaire. With this tool, advisors can assess the risk tolerance of their clients, gaining valuable insights to tailor investment strategies effectively. Beyond risk assessment, Pocket Risk serves as an educational resource, helping advisors communicate complex financial concepts to clients. Moreover, it aids in meeting compliance requirements by providing a streamlined and standardized approach to risk evaluation. Empowering advisors with data-driven insights, Pocket Risk enhances the client-advisor relationship and facilitates informed decision-making in the dynamic world of finance.
Annual Sales Volume
Unspecified
Number of Employees
10-19
My HuddlePost
Product Categories
- Financial Planning Software,
- Risk Profiling Questionnaire
Online Catalog/Resources
This area is for IndustryHuddle members only. Please sign in or join IndustryHuddle now to continue.