35 King St E, Hamilton, Canada L8N 4A9, Hamilton, Ontario, L8N 4A9, Canada
Established January 2012
Pocket Risk is a comprehensive online platform designed for financial advisors, offering a sophisticated Risk Tolerance Questionnaire to assess the risk tolerance of their clients. With this tool, advisors gain valuable insights that enable them 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.
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