For decades, financial advisors have been left to use simple personality profiling tools to help clients select the right risk directive for their investments. The biggest failure of this so-called risk tolerance assessment is that it only measured the client’s willingness to accept risk and never objectively measured their actual ability to take risk.

Tolerisk is cloud-based, fiduciary caliber risk tolerance assessment technology for financial planners and investment advisors. Our patent-pending 2-dimensional assessment lets advisors easily analyze their client’s willingness to accept risk using a traditional psychometric profile and their ability to take risk, by applying conventional fixed income mathematics to client cash-flows. Tolerisk not only measures the client’s ability to take risk now, but also how their ability mathematically evolves as they migrate towards and through their cash-flows in the future. Their willingness to accept risk provides a holistic cap applied to their objective ability to take risk through time.