A while back you took a look at our risk tolerance questionnaire on Pocket Risk. Our goal is to help you assess your clients’ risk tolerance, educate them and select the best possible investments.
I am emailing you about a big update shortly. We’ve listened to your feedback and implemented some changes.
You’ve been chosen for early access to Pocket Risk 2
Since you appreciate the need to assess risk we thought we would let you know before the rest of the world. You’ll also get a special offer.
I’ll be in touch in a few days with more details about how you can start using Pocket Risk. In the meantime, I wanted to give you a quick look at what’s being released.
Pocket Risk 2
- You wanted a new questionnaire that was a little shorter, client-friendly and also robust. We’ve created a new 15 item questionnaire that assesses goals, risk tolerance, risk capacity and behavioral biases.
2. You wanted to do more with your model portfolios. You can now integrate your model portfolios and investments.
3.You wanted to use the questionnaire for prospecting. Now you can embed Pocket Risk on your website and collect leads you can convert to clients.
4. You wanted “international versions” of the questionnaire. We will be available in Canada, UK, Australia, New Zealand and India next month.
5. You wanted better pricing and more value on each pricing plan. We’ve done that.
You’ll have access to Pocket Risk 2 soon. Expect to hear from me with the info. The rest of the world will get access at a later date.
Pocket Risk has 3 monthly pricing tiers of $69, $149 and $399 depending on features, clients and team size. Shortly you’ll get a chance to claim a free trial and a significant discount off these prices.