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 1

  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

1 The information contained within this chart was based on publicly-available information. If you know any of the information to be inaccurate or out of date, please let us know. We strongly recommend that you conduct your own due diligence before selecting any solution.