With the rapid evolution of financial technology, the importance of effective customer risk assessment in the fintech and neobank industries is growing exponentially. Traditional methods of manual reviews and background checks have proven to be inefficient and inadequate in handling the vast amounts of customer...
A discussion with Tony Leal, President and CTO of PIEtech/MoneyGuidePro on the future of technology in financial planning. MoneyGuidePro is recognised as the most popular financial planning software in the U.S. It's software is used by independent solo advisors all the way up to Schwab....
Headlines like Michael Kitces’ “The Sorry State Of Risk Tolerance Questionnaires” disappoint me but they also motivate. Criticism is how we improve and a new version of Pocket Risk is launching soon. Advisor technology has its challenges. Yet I rarely hear voices from the other...
Pocket Risk is now more mobile friendly for clients completing the questionnaire. Clients can complete the online questionnaire on their mobile devices. This will allow people to complete the questionnaire on the go and avoid the need to use a desktop. Previously it was was possible...
Pocket Risk has completed an integration with Redtail, the most popular advisor focused CRM (Customer Relationship Management) tool in the market. The integration will allow users of Redtail to launch the Pocket Risk questionnaire from within Redtail and review client scores. The integration has been completed...
I was recently nominated as one of Wealthmanagement.com's 10 to Watch in 2015. It's a real honor! Obviously this wouldn't have been possible without our customers. So this recognition is dedicated to them. Thank you!...
Sometimes you are looking for technology tools for your business and don’t want to spend the whole day “googling” around. So we polled some of our customers and asked our network for a list of technology they were using. This is what we heard (in...