Uncategorized

Register for the FPA’s webinar on November 30th, 2017. One of the most common misconceptions among Financial Planners is that they are evaluating their client’s Risk Capacity (or as the SEC describes, the client’s “ability” to take risk) when they run a Monte Carlo simulation designed to estimate probability of success.  This misconception may stem from […]

At Tolerisk®, we believe our risk tolerance assessment software is the most innovative option for financial advisors on the market. By offering advisors a resource that allows them to determine their clients’ willingness and ability to take risk, we give them a scientific analysis that provides them with actionable results to deliver to their clients. […]

Financial advisors provide input and can help you out with tasks such as retirement planning, estate planning, wealth transfer to inheritors, education funding, net worth evaluation, cash flow evaluation and others. However, they need effective financial planning software to save time and enhance their productivity so that they don’t get bogged down with labor-intensive and time-consuming work. […]

Tolerisk® is the most innovative risk tolerance assessment tools on the market, largely because it uses a scientific approach when determining an individual’s risk tolerance level. Here’s a look at some of the elements that are considered and incorporated while generating a Tolerisk® risk tolerance assessment report. Tax Status of Assets Tolerisk® allows for 3 different tax statuses of both […]

For financial advisors, risk tolerance assessment is not a new concept. For several decades, investment professionals have been working with their clients in order to determine the amount of risk they should be taking with their investments. However, risk tolerance assessment software is a relatively new tool in the investment management industry. There are several […]

There is an increasing need for people to plan for their futures, and they want to work closely with their financial advisors in order to best prepare. While it’s not quite possible to foresee every circumstance that will arise, Tolerisk® is getting closer. The latest version of our risk tolerance assessment software — Tolerisk® 4.3 — allows […]