CogniCor Copilot for Financial Advisors
Automates compliance, meetings, service requests, and documentation for financial advisors in Salesforce.
CogniCor Technologies IncFreemium
Pocket Risk
by Pocket RiskSalesforcePaid
Assess client risk in Salesforce with multilingual questionnaires, customizable questions, risk scores, and model-portfolio links.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Pocket Risk provides a risk-tolerance questionnaire for financial advisors. It supports multiple languages, allows additional questions, and generates a client risk score that can connect to model portfolios. The vendor also describes it as a white-label product with CRM and planning-tool integrations.
Key capabilities
from the Salesforce AppExchange listingRisk questionnaires
Provides an academic and research-based questionnaire for assessing client risk tolerance.
Multiple languages
Offers the risk-tolerance questionnaire in multiple languages.
Custom questions
Allows additional questions to be added to the default questionnaire.
Risk score generation
Generates a risk score that can be connected to model portfolios.
Use cases
- Financial advisors can embed the questionnaires on their websites as a white-label experience.
- Advisory workflows can connect the product with CRM and planning tools.
Who it's for
Financial advisors.
How it compares
Pocket Risk uses questionnaires to generate client risk scores and connect them to model portfolios. Inviktus Data - Portfolio Analysis focuses on creating and sharing portfolio performance and risk-analysis reports with customers through Salesforce Einstein and Salesforce community.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Inviktus Data - Portfolio Analysis | Paid | Cloud |
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Pocket Risk help financial advisors to assess their client risk score. We offer customization which means users can add more questions on top of default questionnaire. A risk score will be generated which can be connected to a model portfolio. Academic and Research-based Risk tolerance questionnaire in multiple …»