
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.
Welcome to Tolerisk
The leading Investment Risk Tolerance Assessment tool for Advisors to better serve their clients.
Problems with Typical Risk Tolerance Exercises

Willingness vs. Ability to Take Risk

Validating Assumptions

Key Drivers & Evolution

Lacking Granularity
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5 Common Failures of Investor Risk Tolerance Assessments and How to Avoid Them
Every financial advisor has some type of Risk Tolerance Assessment process. The vast majority are too rudimentary, and merely designed to satisfy the most basic level of compliance.
Blog
Tolerisk Forms Advisory Board of Top FinTech and Wealth Management Industry Leaders
Custom integrations enable comprehensive advisor oversight, compliance standardization & a new level of client experience for the enterprise organization.
Tolerisk Announces Customized, End-to-End Integration with WealthSource®
Custom integrations enable comprehensive advisor oversight, compliance standardization & a new level of client experience for the enterprise organization.
The 3rd Generation of Financial Planning
Abstract The first generation of financial planning (1970s through 1990s) used static modeling with a constant return expectation. The chief limitation was that it didn’t accurately […]
Four Scenarios That Break a Financial Plan
At a high level, there are 4 causes of a broken financial plan. But, first, let’s define “financial plan”. A financial plan accounts for anticipated savings […]
Should You Include Social Security in Your Financial Plan?
The future of Social Security in the United States is hotly contested. Both current and future retirees are concerned that the retirement income they’ve been promised […]
Is Risk Tolerance an element that Advisors are overlooking?
During a recent appearance on RVN-TV, Tolerisk founder Mark Friedenthal joined host Bill Borton to discuss the importance of risk tolerance assessments in investing. Mark explained […]
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DESIGNED FOR
Advisors, CFPs, CFA Charterholders, Broker Dealers and Investment Advisors
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