Side by side
Finjaro vs Pocket Risk
Both stand on financial planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid Web
Finjaro brings adviser planning, scenario projections, and client information sharing into one web platform. Its paid Essential plan and adviser-focused design are important considerations for prospective users.
Visit Finjaro Free trial AndroidiPhoneWeb
Pocket Risk focuses on client risk assessment, reporting and connecting scores to model portfolios. Advisors should note that it is not a broader cash-flow or tax planning tool, and its listed integration is Redtail CRM.
Visit Pocket RiskThe facts
| Finjaro | Pocket Risk | |
|---|---|---|
| Free plan | No | A free trial |
| Open source | Not published | Not published |
| Runs on | Web | Android, iPhone, Web |
| Lowest paid plan | Finjaro Essential: $50 a month | Free or on request |
| Plans published | 1 | 3 |
| Maker | Not published | Not published |
| Website | finjaro.com | pocketrisk.com |
| On financial planning software | #23 of 34 | #19 of 34 |
Finjaro: what it does well
- Projects annual cash flows
- Tracks milestones and financial values
- Supports scenario and insurance planning
- Includes a client information vault
- Uses AES-256 and SSL/TLS
What to know first
- Web access only
- No free plan
- Costs $50 a month
- Designed specifically for financial advisers
Pocket Risk: what it does well
- Questionnaire covers four areas in 15 questions.
- Clients can complete it online or on paper.
- Reports are available online and as PDFs.
- Supports custom branding and additional questions.
- Offers a 14-day free trial.
What to know first
- No free plan is listed.
- Cash-flow modeling is not included.
- Tax planning is not included.
- Integrations are limited to Redtail CRM in the listed facts.
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