Risk Tolerance Software Pricing

Advisor

$148per month cost for 1 year ($1,776 paid upfront)

Includes Portfolio Scoring

Users

1

Group

$138per user, per month cost for 1 year ($1,656 paid upfront)

Includes Portfolio Scoring

Users

2 - 99

Portfolio Scoring measures a client's or prospect's Portfolio Risk along side their Risk Tolerance. Tolerisk partners with FinMason to provide this robust feature for $39/user/month (included in pricing above, but can be removed).

For Enterprise/API solutions, please email us at enterprise@tolerisk.com

Term Pricing

Pricing is shown per user as a monthly equivalent. The total cost of the subscription is paid upfront. Pricing includes the Portfolio Scoring add-on.

TermMonthly1 Year2 Year3 Year
Advisor$158$148$138$128
Group$148$138$128$118

Assistants License

Assistant licenses are able to create Clients, generate links to send to Clients, and fill out Risk Assessment information. The only limitation is in accessing the results of the assessment. $29/assistant/month

Questions About Subscriptions

Q: Do I need to download anything?

A: No! The risk assessment software is completely cloud based, so there is nothing to download.


Q: Do you offer discounts to Advisors working with Industry Partners?

A: Yes. We have a variety of Partners with whom we have relationships. Visit our Partners page for details.


Q: Can I send my client a link to fill out their information?

A: Absolutely! You may send a client or prospect a link to answer questions at their leisure. They can start and stop the exercise and submit to you when they’re finished. Only you can present the results to them.


Q: Do you have a Prospecting tool?

A: Tolerisk EZ is perfect for your prospects. It’s a 5 minute version of our comprehensive assessment that still computes a Tolerisk® Score and the probability your client will outlive their money.