Learn how PlanPrompt is the best Alternative for
Advisors & MFDs
Struggling with high costs, surface-level client insights, and slow time-to-value? Join the growing wave of advisors turning to AI-first, 360° client profiling to unlock hyper-personalized insights that grow AUM, boost retention, and build long-lasting, profitable relationships — faster and at lower cost.
Why PlanPrompt is the best
alternative to Pocket Risk
AI Powered - Deep Client Understanding
Built on a behavioral science foundation, PlanPrompt maps financial biases, values, goals, behavior, and communication style, risk attitudes, and behaviors. Know your clients deeply to grow smarter—boosting retention, satisfaction, and long-term AUM growth.
Instant Value, Zero Barriers
Get started in minutes—no pre qualification, no tech hurdles. While others slow you down with complex migration and technical training, PlanPrompt delivers insights from day one with a seamless 5-minute onboarding.
Transparent Pricing
Simple, honest pricing at $50/month. No hidden fees, no contracts, no fine print—just full access to powerful AI tools for every advisor, regardless of firm size.
Know your clients. Effortlessly.
1.Get Started in Minutes
Upload a CSV or add clients manually—it's that easy. Our smart dashboard sorts clients by risk and status instantly. No setup fuss. Just upload and go.
2.Send Assessments with a Single Click
Choose the right assessment—Risk Suraksha, Wealth Dharma, or Wealth Siddhant—and send it instantly. Mobile-ready, SEBI-compliant, and quick to complete. Get AI-powered insights in minutes, ready to boost your revenue.
3.360° Client Intelligence
Dive deep into each client's financial mindset showcasing risk categories, investment archetypes, and behavioral traits. Track assessment completion rates, review pending assessments, and access AI-generated insights that reveal opportunities for deeper engagement and portfolio optimization.
PlanPrompt vs Pocket Risk: Company Comparison
Use this quick side-by-side company-related comparison to discover which platform best aligns with your organization's values.
| Attribute | PlanPrompt | PPocket Risk |
|---|---|---|
| Total Employees | Lean startup team | Small team (~2-10) |
| Operating Since | 2022 | 2013 (Legacy approach) |
| Ideal Clients | Advisors, MFD's who are AI First | Traditional advisors using questionnaires |
| Pricing | Transparent $50/month | $59/month + hidden costs Tiered Pricing |
| AI Powered Insights | Comprehensive AI driven analytics and Insights | No AI - manual questionnaire scoring |
| Setup Time | 5 minutes - operational immediately | Basic configurations |
| Demo Required | Self-service - start in 5 minutes, Demo available on request. | Self Service : 14 day Free Trial, Demo Available on request. |
| Implementation | Instant activation and use | 14 Day Free trial |
| User Interface | Modern, mobile-optimized | Mobile-Friendly |
| Client Focus | 360 Deg focus on Risk Assessment, Financial Personality, Personal Values and Goals | Risk Assessment only |
| Report White Labeling | Yes | No |
PlanPrompt vs Pocket Risk: Which one fits you best?
Choose PlanPrompt if you
Choose Pocket Risk if you
About PlanPrompt
Paul Resnik
With over 55 years in financial services, Paul is a pioneer in risk profiling and behavioral finance. His deep industry expertise has shaped global standards in client-centric advisory practices. With over 55 years in financial services, Paul is a pioneer in risk profiling and behavioral finance. His deep industry expertise has shaped global standards in client-centric advisory practices.
- AI First Platform
- Behaviour first Approach
- Psychometric Questionnaires