Simple Risk Tolerance

Our scientifically-validated risk tolerance solution focuses on what we do best: capturing and presenting client information. We leave the analysis and planning up to you.

See how we compare against other risk tolerance platforms in the market

  PreciseFP Riskalyze Tolerisk Finametrica
Risk Assessment Questionnaire
Risk Score Calculation
Portfolio Risk Analysis
Model Portfolio Stress Testing
Investment Policy Statement
Lead Generation Capabilities
Custodian Account Opening
Customizable Surveys and Questionnaires
Automated Workflows
Cost (per year) $720 $4200 $1068 $990