Pocket Risk review
A focused risk-profiling platform for advisors, not a complete financial-planning suite.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Pocket Risk pros and cons
- 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
Pocket Risk fact sheet, pricing and score →
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