Tolerisk

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  Easily conduct detailed assessments with clients live on the fly. Or send a client or prospect a link to provide information from the comfort of their home, for subsequent review.

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  Embed Tolerisk on your website so prospects or visitors can begin a dialogue about risk tolerance or financial longevity.

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  Integrate Tolerisk with your favorite CRM to save time and boost efficiency.

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  All factors are combined into a simple, measurable and actionable risk directive, calibrated to be the numerator in a simple stocks/bonds benchmark.

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  The software runs 1,000+ scenarios on the client’s circumstances and historical probabilities across equities, fixed income, and inflation.

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  Tolerisk incorporates mortality probabilities by year and by spouse to evaluate a client’s likelihood that either one could outlive their money.

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  Quantify how the client’s ability to take investment risk evolves as they move toward and through their cash-flows, over their investing horizon.

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  Evaluate both dimensions of current risk tolerance and relevant constraints, as well as a client’s projected risk tolerance through time.

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  Provide a scientific process for custom risk management, which inspires client confidence, facilitates client discipline, and bolsters client retention.