Pocket Risk is a risk tolerance questionnaire for financial advisors with model portfolio linking. Three plans, 14-day free trial, 20% annual saving.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Pocket Risk is an online investment risk tolerance questionnaire built for financial advisors. It helps advisors assess how much investment risk their clients are willing to take. The questions cover risk capacity, client financial goals and behavioral finance, and the company says the process is based on academic research and designed to meet regulatory guidelines.
The company began in 2012 and launched in 2013, starting from the question of how much risk a person should take when investing. Its conclusion was that the answer depends on goals, risk tolerance, risk capacity and behavioral biases. The site says advisors on the platform manage over $35 billion in assets.
An advisor sends each client a private link to the questionnaire. Clients can complete it online or on paper, and the site says it takes about 5 minutes. The advisor is notified immediately when a client finishes, so the result can feed straight into a client conversation.
Advisors can also upload their model portfolios and connect the final risk score to them. This lets the discussion move from how much risk the client will accept to which investments fit that level. The questionnaire can be embedded on a firm's website, branded with its logo, and extended with its own questions and disclosures.
The core feature is the risk profiling questionnaire itself, which looks at risk capacity, goals and behavioral finance rather than a single tolerance score. Around it sit customization options: custom branding, firm-specific questions, your own disclosures and website embedding. Team admin controls let a firm manage who can see client information.
Other listed capabilities include a Redtail CRM integration, a mobile-friendly design and four interface languages: English, Spanish, French and German. For security, the company cites 256-bit SSL encryption by GeoTrust and Amazon Web Services infrastructure, and states that it does not distribute or sell client data.
Pocket Risk is an online investment risk tolerance questionnaire for financial advisors. It helps advisors assess how much investment risk clients are willing to take and can connect the score to model portfolios.
Pocket Risk has Solo, Professional and Business subscription plans, with annual billing saving 20% over monthly. The dollar amounts are not readable in the source text, so check the pricing page. Enterprise plans are arranged by contacting the company.
Yes, it offers a 14-day free trial. Cancel within 14 days and you are not charged, and a reminder email is sent after 12 days. If you are charged by mistake, the company refunds you within 30 days of the first payment.
The site names Redtail CRM as its integration and says more are coming soon. You can also embed the questionnaire on your own website and upload model portfolios.
The company states that it is compliant with the relevant SEC and FINRA regulations. It also lists FCA, MFDA, IIROC, ASIC and others, and refers to a dedicated compliance page for details.
Yes. The questionnaire is available on paper as well as online, and the site says it takes about 5 minutes to complete.
On the monthly plan you can cancel at any time with no lock-in. On the yearly plan you have 30 days from payment to cancel your account.
It suits financial advisors and advisory firms, from solo practitioners to teams of 10 users, that want a branded risk profiling questionnaire. It is most useful for those who use model portfolios and need suitability documentation.