A: No! The risk assessment software is completely cloud based, so there is nothing to download.
Q: Do I need to provide a credit card for the free-trial?
A: No. If you want to continue using Tolerisk after the free-trial, you will need to provide one when activating your subscription.
Q: Is the free-trial fully functional?
A: Yes! There are no restrictions on features or use.
Q: Will the free-trial automatically convert to a paid subscription?
A: No. After the free-trial, you have the option of completing registration and are only asked for credit card information at that time.
Q: Is my client data secure?
A: Yes. No personally identifiable investor information is required to use Tolerisk.
Q: Do you offer discounts for multi-year licenses?
A: Yes. Discounts are available for annual or multi-year licenses as follows: 1 Year - 15% Off, 2 Years - 20% Off, 3 Years - 25% Off, 5 Years - 35% Off. The discount is applied during registration.
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.