Tolerisk is the leading risk tolerance software for financial advisors to better serve their clients
Advanced financial risk tolerance assessment
Unlike traditional risk tolerance assessment tools which focus primarily on the client's willingness to accept risk, Tolerisk measures the client’s willingness and their ability to take investment risk, by incorporating their cash-flows. All factors are combined into a simple, measurable, and actionable risk directive.
Problems with typical risk tolerance exercises
Willingness vs. ability to take risk
Validating assumptions
Key drivers & evolution
Lacking granularity