Risk Assessment Tools like Morningstar and Nitrogen

DON'T MEASURE CLIENTS' FINANCIAL ABILITY TO TAKE ON RISK

a Critical Component of a Fiduciary Risk Assessment

 

Tolerisk is the next-generation of risk tolerance and financial planning analytics,

designed for the fiduciary process in a simple, user-friendly format

that helps drive client confidence and firm growth.

 

 

 

Tolerisk Outshines Nitrogen and Morningstar

in the 2024 T3 Advisor Survey

 

See for yourself why Tolerisk’s user satisfaction rating scores

continue to surpass the market share leaders.

 

 

 

2024 T3 Advisor Survey Results

WE BEAT THE BIG GUYS... AGAIN!

 

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  • Tolerisk user satisfaction rating scores surpassed the market share leaders
  • 2024 Tolerisk rating (8.87) increased vs 2023 Tolerisk rating (8.17)
  • Tolerisk has been significantly above the category average rating for three years

    Average User Ratings (2022, 2023 & 2024)

 

 

 

How We Stack Up to Other Risk Tolerance Solutions

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The Tolerisk Difference


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WIN MORE BUSINESS

 

 

 

Meet Our Integration Partners

 

Our powerful partnerships enable advisors to seamlessly

integrate risk tolerance with the financial planning process.

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Schedule a Demo