Pocket Risk pricing
6 plans read from pocketrisk.com
BUSINESSFree per month, billed annually; annual plan shows 010 users · custom branding · unlimited clients · model portfolios · integrations · website embedding · add questions · team admin controls · telephone support Read 7 Oct 2026 · pocketrisk.com
BUSINESSFree annually10 users · unlimited clients · custom branding · model portfolios · integrations · website embedding · added questions · team administration · telephone support Read 14 Oct 2026 · pocketrisk.com
PROFESSIONALFree per month, billed annually; annual plan shows 03 users · up to 500 clients · custom branding · model portfolios · integrations · website embedding · add questions · team admin controls · telephone support Read 7 Oct 2026 · pocketrisk.com
PROFESSIONALFree annually3 users · up to 500 clients · custom branding · model portfolios · Redtail CRM integration · website embedding · added questions · team administration · telephone support Read 14 Oct 2026 · pocketrisk.com
SOLOFree per month, billed annually; annual plan shows 01 user · up to 80 clients · email support Read 7 Oct 2026 · pocketrisk.com
SOLOFree annually1 user · up to 80 clients · email support Read 14 Oct 2026 · pocketrisk.com
In short
- Pocket Risk has a free plan (BUSINESS).
- A free trial is offered.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Betterment | $0.05/mo | Yes | No |
| Boldin | $12/mo | Yes | Yes |
| FE CashCalc | £80/mo | Yes | Yes |
| MaxiFi | $12.42/mo | No | Yes |
| MoneyGuide | $10.42/mo | No | Yes |
| myprosperity | A$14.95/mo | Yes | No |
| ProjectionLab | $10.75/mo | Yes | Yes |
| Conquest | — | Yes | Yes |