Pocket Risk

The best risk tolerance questionnaire for advisors

Pocket Risk is a risk profiling tool for financial advisors. It provides a risk tolerance questionnaire that clients can complete online or on paper. Advisors can add their own branding, model portfolios, and custom questions. The platform integrates with Redtail CRM and can be embedded on an advisor's website. It is designed to meet regulatory compliance requirements in multiple countries.

12 alternatives to Pocket Risk

Ranked by how well each tool replaces Pocket Risk: shared features, audience, price and popularity.

RandomPicker
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Covers 4 of 15 key features and has a free plan.
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Pointerpro
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Submittable
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REDCap
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Covers 3 of 15 key features and has a free plan.
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Covers 6 of 15 key features and has a free plan.
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Riddle Quiz Maker
The Ultimate Quiz Maker & Engagement Platform
Covers 5 of 15 key features and has a free plan.
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Covers 4 of 15 key features and has a free plan.
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QuestionPro
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Covers 4 of 15 key features and has a free plan.
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Google Forms
Free online forms from Google
Covers 1 of 15 key features and has a free plan.
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Respondent
Recruit quality participants for user research
Covers 7 of 15 key features.
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Refiner
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Covers 4 of 15 key features and has a free plan.
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UserReport
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Covers 3 of 15 key features and has a free plan.
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