Tolerisk

About

Tolerisk® is an analytical tool used by all types of Financial Professionals to help their clients figure out how much risk to take in their investment portfolio. Tolerisk® quantifies an investor’s ABILITY to take investment risk by analyzing anticipated cash-flows in and out of their portfolio over time. Their ABILITY is then combined with a quantified WILLINGNESS (personality) for risk in a scientific manner. The result is a range of numerical stocks/bonds benchmarks that are clear, specific, and implementable. In addition to this analysis, Tolerisk® highlights to the Advisor which variables are the biggest drivers of each client’s Risk Tolerance (Note: The answer can be very different depending on the combination of inputs for each person) so appropriate focus can be paid to the right assumptions. This also helps the investor understand what drove their risk tolerance and how it may evolve in the future.

Contacts

Products / Services

  • Expert Analytics
  • Historical Probabilities
  • Stress Testing

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 1
Partnership: 0
SEM Wealth Management is a SEC Registered Investment Advisor with offices in Arizona & Virginia. We work with advisors across...
Integrations: 42
Partnership: 0
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....
Integrations: 6
Partnership: 0
BlackRock is a global investment manager and technology provider who helps investors of all types achieve their financial goals. BlackRock...
Integrations: 5
Partnership: 0
Bridge is a financial technology company with an operating history of over 15 years. Its software focuses on automating necessary...
Integrations: 31
Partnership: 0
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...
Integrations: 31
Partnership: 0
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location....
Integrations: 2
Partnership: 4
Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and...
Integrations: 7
Partnership: 0
Interactive Brokers (IB) is a U.S.-based brokerage firm. It operates the largest electronic trading platform in the U.S. by number...
Integrations: 62
Partnership: 0
Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...
Integrations: 79
Partnership: 0
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...
Integrations: 8
Partnership: 0
RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative...
Integrations: 2
Partnership: 0
SmartAsset is a financial technology company with the simple mission of helping people make better financial decisions. Recently named one...
Integrations: 1
Partnership: 0
Solomon Exam Prep is led by founders Karen and Jeremy Solomon, who have maintained a lifelong commitment to learning and...
Integrations: 42
Partnership: 0
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...
Integrations: 1
Partnership: 0
Windham Labs, a division of Windham Capital Management, LLC, is a global leader in investment technology and research. Investors worldwide...

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