Pocket Risk

7.8easy start · #1 of 34
in Financial Planning Software

Free to practise onyes
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web.

Pocket Risk is ranked #1 of 34 in financial planning software on The Geeks Club. It runs on Android, iOS, Web. There is no free plan. A free trial is offered.

Pocket Risk plans and pricing

All plans

PROFESSIONAL Free per month, billed annually; annual plan shows 0 3 users · up to 500 clients · custom branding · model portfolios · integrations · website embedding · add questions · team admin controls · telephone support pocketrisk.com · 7 Oct 2026

BUSINESS Free per month, billed annually; annual plan shows 0 10 users · custom branding · unlimited clients · model portfolios · integrations · website embedding · add questions · team admin controls · telephone support pocketrisk.com · 7 Oct 2026

SOLO Free per month, billed annually; annual plan shows 0 1 user · up to 80 clients · email support pocketrisk.com · 7 Oct 2026

Compared on financial planning software

Free plan: No
Cash-flow modeling: No
Goal planning: Yes
Tax planning: No
Scenario analysis: No
Insurance planning: No
Investment planning: Yes
Client portal: Yes

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The record

Purpose: Pocket Risk is an online investment risk tolerance questionnaire for financial advisors to assess how much investment risk clients are willing to take.
Assessment: The questionnaire has 15 questions covering financial goals, financial situation, risk tolerance, and risk capacity.
Reports: The service produces online and PDF reports, and its personalized risk profile reports include visuals and graphs.
Model portfolios: Advisors can connect client scores to model portfolios, with the model portfolio page stating that up to 11 portfolios can be added.
Integration: Pocket Risk’s pricing page says it integrates with Redtail CRM and that more integrations are coming soon.
Customization: The service supports custom branding, adding questions and disclosures, and embedding the questionnaire on an advisor’s website.
Questionnaire completion: Clients can complete the questionnaire online or on paper, and the homepage says online completion takes five minutes.
Security: Pocket Risk says data in transit is encrypted at 256-bit and sent over HTTPS, and that it uses AWS infrastructure with daily backups.
Data sharing: Pocket Risk says it does not pass questionnaires or client information to third parties and does not sell or distribute client data.
Compliance: Pocket Risk states that it is designed to comply with regulations in the United States, United Kingdom, Canada, Australia, New Zealand, and India.
Support: The pricing page lists email support for Solo and telephone support for Professional and Business; its standard support hours are 8 a.m. to 5 p.m. Eastern, Monday through Friday.
Trial and cancellation: The service offers a 14-day free trial; its FAQ says monthly plans can be canceled at any time and yearly-plan accounts can be canceled within 30 days of payment.
Founded: 2012

Where it ranks on The Geeks Club

Best Financial Planning Software in 2026#1 of 34

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Sources

pocketrisk.com· checked 7 Oct 2026
pocketrisk.com/methodology/· checked 7 Oct 2026
pocketrisk.com/connecting-model-portfolios/· checked 7 Oct 2026
pocketrisk.com/pricing/· checked 7 Oct 2026
pocketrisk.com/security/· checked 7 Oct 2026
pocketrisk.com/compliance/· checked 7 Oct 2026