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Tolerisk

Tolerisk® is an analytical tool used by all types of Financial Professionals to help their clients figure out how much risk to take in their investment portfolio. Tolerisk® quantifies an investor’s ABILITY to take investment risk by analyzing anticipated cash-flows in and out of their portfolio over time. Their ABILITY is then combined with a quantified WILLINGNESS (personality) for risk in a scientific manner. The result is a range of numerical stocks/bonds benchmarks that are clear, specific, and implementable.
In addition to this analysis, Tolerisk® highlights to the Advisor which variables are the biggest drivers of each client’s Risk Tolerance (Note: The answer can be very different depending on the combination of inputs for each person) so appropriate focus can be paid to the right assumptions. This also helps the investor understand what drove their risk tolerance and how it may evolve in the future.

Tolerisk
  • Expert Analytics
  • Historical Probabilities
  • Stress Testing
Tolerisk

Companies that integrate with Tolerisk

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
BlackRock
BlackRock
BlackRock offers a range of solutions for institutions, financial professionals and individuals from all walks of life.
Bridge Financial Technology
Bridge Financial Technology
BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
Discovery Data
Discovery Data
Discovery Data offers a consolidated view of the financial services and insurance industries, including 40,000 firms and over 2 million professionals, to assist your recruiting, sales and marketing efforts.
Interactive Brokers
Interactive Brokers
Interactive Brokers Group is a deep discount electronic access broker offering online trading of stocks, options, futures, forex.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
RIA in a Box
RIA in a Box
RIA in a Box® provides the leading compliance solution for investment advisers.
SEM Wealth Management
SEM Wealth Management
SEM Wealth Management is a SEC Registered Investment Advisor with offices in Arizona & Virginia.
SEM Wealth Management
SEM Wealth Management
SEM Wealth Management is a SEC Registered Investment Advisor with offices in Arizona & Virginia.
smartasset
SmartAsset
SmartAsset is a financial technology company with the simple mission of helping people make better financial decisions.
Solomon Exam Prep
Solomon Exam Prep
Solomon Exam Prep has helped thousands pass their FINRA, NASAA, and MSRB licensing exams.
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
Windham Labs
Windham Portfolio Advisor
Windham Labs, a division of Windham Capital Management, LLC, is a global leader in investment technology and research.

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Tolerisk

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