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New integration with Pocket Risk

Pocket Risk offers a risk questionnaire built for advisors that allows you to discover your clients' risk profile and determine an appropriate portfolio. This new integration with the Tailwag version of Redtail allows advisors to launch the Pocket Risk questionnaire from within Redtail and view a client's risk profile score.  

You can see Pocket Risk's instructions for setup and usage (including a video walkthrough) here.



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