Tolerisk® User Guide

Managing your Tolerisk account

• Uploading your Profile Picture
• Updating your registration information
• Updating your billing information
• Resetting your password
• Uploading your Firm Logo
• Setting up 2-Factor authentication

See all 12 articles

Managing your integrations

• Integrations - An Overview
• RedTail Integration
• Wealthbox Integration
• Black Diamond Integration
• Orion Integration
• MoneyGuide Integration

Managing your Clients

• Informing your clients about Tolerisk
• Managing your clients
• Conducting a risk assessment online with your client

Managing Assessments

• Investor Worksheets - Overview
• Starting a new risk assessment
• Starting a New Risk Assessment - 3 Ways
• Making Investor Worksheets
• Customizing Investor Worksheet Links
• Pre-filled Investor Worksheets

See all 11 articles

Navigating risk assessment inputs

• The Willingness questionnaire
• The Ability section
• The Assumptions section
• Adjusting capital market assumptions
• Making Employer Plans

Navigating risk assessment results

• Analyzing the results of a risk assessment
• Current and Projected Tolerisk scores
• The Sensitivity Analysis tool
• The Scenario Analysis tool
• The Funded Level Graph
• Adding notes & recommendations to your client reports

See all 9 articles

Portfolio Analytics

• Creating a new Portfolio
• Uploading an Existing Portfolio
• Converting a portfolio into a CSV file
• Creating and Managing Accounts
• Creating and Managing Groups
• Risk Monitors

Capturing Financial Scenarios

• 529 Savings

Need more help?

• Contacting Tolerisk
• Tolerisk from a participant's perspective