Tolerisk

Tolerisk stands as a pivotal solution in the landscape of investment risk tolerance assessment, tailored specifically for fiduciaries. Situated at the intersection of technology and wealth management, Tolerisk offers a sophisticated approach that transcends traditional one-dimensional assessments. The platform is designed to evaluate both the willingness and ability of clients to take on risk, enabling advisors to align investment strategies closely with each client's unique risk profile.

The solutions offered by Tolerisk are comprehensive, encompassing risk assessment, portfolio analytics, and retirement planning. Through these solutions, Tolerisk aids advisors in crafting customized portfolios and allocation models that align with clients' risk levels. This is achieved through seamless integration with partner platforms and robust API functionality, facilitating the smooth import and export of portfolio data across various planning tools. Furthermore, the platform provides insightful visualizations to monitor retirement journeys, thus enabling advisors to plan clients' retirements confidently and cost-effectively.

A key feature of Tolerisk is its ability to separate and scientifically incorporate both a client's willingness and ability to take risks. This dual assessment aids in generating actionable investment risk recommendations, thereby reducing compliance risks and fostering practice growth. By capturing new leads and engaging prospects with a condensed version of its risk assessment, Tolerisk serves as an ultimate sales tool, accelerating practice growth effortlessly.

Tolerisk's client base is diverse, encompassing single-family offices, multi-family offices, private banks, and wealth managers. Its partnerships enhance its functionality, offering a holistic approach to risk tolerance that is both easy for advisors to explain and for clients to understand. These technical capabilities are further bolstered by the platform's ability to validate client assumptions through dynamic calculations, such as annual second-to-die probabilities and evolving risk factors, ensuring that the advice given is both realistic and grounded in scientific analysis.

Integration options with Tolerisk are robust, offering seamless connectivity through APIs and partnerships with various platforms, ensuring that portfolio data and risk assessments are easily accessible and manageable. This facilitates the incorporation of Tolerisk into existing workflows, enhancing operational efficiency and client service delivery.