Pocket Risk
Pocket Risk: A focused risk-profiling platform for advisors, not a complete financial-planning suite. Ranked #31 of 34 in Financial Planning Software by our editors (6.3/10); pricing: 14-day trial; best for advisors needing risk profiling rather than full planning.
At a glance
- Editor score6.3 / 10
- Pricing14-day trial
- Best forAdvisors needing risk profiling rather than full planning
- Free planNo
- Scenario analysisNo
- Founded2012
- Facts checked20 Sep 2026
Where it wins
- Risk-tolerance, capacity, goals and behavioral assessments
- Model-portfolio matching with visual client risk reports
- Custom branding, website embedding and Redtail CRM integration
Where it doesn't
- No cash-flow modeling, tax or insurance planning
- No scenario analysis for broader financial plans
- Paid product with a 14-day trial rather than a free plan
Our verdict on Pocket Risk
Pocket Risk is a web-based investment risk assessment platform for financial advisors. It helps firms collect client risk-tolerance answers, assess risk capacity and financial goals, and document behavioral factors through an online questionnaire. Advisors can send private completion links, provide a client dashboard, generate personalized reports with visuals and graphs, and connect risk scores to model portfolios. A paper questionnaire option also supports workflows that are not fully digital.
The plan structure is designed around firm size and client volume. Solo supports 1 user, up to 80 clients and email support. Professional supports 3 users and up to 500 clients, adding custom branding, model portfolios, Redtail CRM integration and website embedding. Business supports 10 users and unlimited clients, along with custom branding, model portfolios, integrations and website embedding. Pocket Risk is a paid product with a 14-day trial; the trial converts to a paid plan, and an accidental charge can be refunded when reported within 30 days of the first payment.
Its strongest fit is a firm that needs a focused risk-profiling and investment-suitability workflow rather than broad financial planning. Custom questions and disclosures, branded reports, private links and embedding give advisors control over the client-facing experience, while Redtail integration supports a specific CRM workflow. The product includes goal and investment planning elements, but it does not cover cash-flow modeling, tax planning, insurance planning or scenario analysis. Advisors seeking documented risk assessment and model matching should consider Pocket Risk; firms needing comprehensive financial plans should choose a broader platform.
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Pocket Risk pricing
All 3 Pocket Risk plans and prices →
Pocket Risk fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Cash-flow modeling | No |
| Goal planning | Yes |
| Tax planning | No |
| Scenario analysis | No |
| Insurance planning | No |
| Investment planning | Yes |
| Client portal | Yes |
| Free trial | 14 days |
| Money-back guarantee | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | PCI DSS |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: Redtail CRM |
| Pricing | 14-day trial (source) |
| Website | pocketrisk.com |
| Facts checked | 20 Sep 2026 |
Pocket Risk integrations
Pocket Risk lists 1 integrations on its own site.
- Redtail CRM
Alternatives to Pocket Risk
- RightCapitalA broad advisor platform spanning planning, analysis, collaboration, and client access.9.4
- eMoney AdvisorA broad planning suite for advisory firms that need client collaboration and analysis.9.3
- MoneyGuideA broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios.9.2
See all Pocket Risk alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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