Learn about the 5 Common Failures of Investor Risk Tolerance Assessments and How to Avoid Them.
Why Tolerisk® ?
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Expert Analytics
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Tolerisk analyzes your investor's willingness and ability to take investment risk in a scientific manner, resulting in a range of numerical stocks / bonds benchmarks that are clear, specific and implementable.
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Historical Probabilities
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Runs 1,000+ scenarios on your client's specific circumstances, based on monthly equity, fixed income, and inflation data going back to 1927 to show your client's historical probability of financial longevity.
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Stress Testing
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Stress test each one of your client's inputs and assumptions to see how each affects their risk tolerance and their financial longevity. It also projects their risk tolerance through time!
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Building Confidence
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Build your clients' confidence in the risk level they select because your attention is automatically focused on the key drivers for each client.