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Join date: May 9, 2022
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Pocket Risk is an online tool that analyses a financial advisor's risk profile via a questionnaire. Risk detection, customer education, and regulatory compliance are all made easier with Pocket Risk. Assist advisers in properly analysing their customers' risk profiles using a risk profiling questionnaire with score so that the best investments may be recommended. Pocket Risk is an online risk tolerance assessment for financial planners. It will generate both a Risk Score and a Risk Capacity. You must first subscribe to the pocketrisk service by visiting our website before using this app in Salesforce. Financial advisers may assist with risk assessment, risk tolerance, and profile development.

Pocket Risk
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