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Investment Management

Tolerisk

Quantify client risk. Build better portfolios.

"Tolerisk is a risk tolerance assessment platform designed to help Registered Investment Advisors (RIAs) accurately gauge client risk profiles. It provides tools to quantify risk preferences and align investment strategies with individual client circumstances, ensuring suitability and enhancing client communication."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #151 in Investment Management
Validated Adoption
54 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Risk tolerance questionnaires
Portfolio risk scoring
Stress testing
Risk-aligned portfolio construction
Compliance reporting

Primary Use Cases

Client onboarding and suitability assessment
Portfolio construction and risk alignment
Regular portfolio reviews and risk monitoring

Agentic Intelligence Briefing

"Tolerisk empowers RIAs to accurately measure and manage client risk, leading to better portfolio alignment and stronger client relationships."

Real-time Forensic Synthesis

Competitive Strengths

Quantifies risk tolerance effectively
Integrates with popular portfolio management systems
Provides a consistent and defensible risk assessment process

Adoption Hazards

Can be perceived as expensive compared to simpler risk questionnaires
Requires advisor training for optimal implementation

Stack Compatibility Profile

How Tolerisk integrates into institutional RIA stacks.

54 Firms Analyzed
Nitrogen Wealth
89%
Stack Correlation
NDEX
70%
Stack Correlation
Riskalyze Online
67%
Stack Correlation
ROL
50%
Stack Correlation
Elements Financial Planning
43%
Stack Correlation
Advisor Websites (Responsive)
41%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms of all sizes
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Riskalyze
2FinaMetrica

Value Proposition

"Tolerisk empowers RIAs to build stronger client relationships and more suitable portfolios by precisely quantifying risk tolerance."

Audit Your RIA Stack

See how Tolerisk fits into your overall tech efficiency score.

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AssetMark

AssetMark: Integrated platform for RIA growth and client success.

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