Tolerisk EZ is a concise assessment that helps you screen prospects for your practice, and drive growth as well.
Tolerisk EZ allows you to send your prospect a short risk assessment that they may fill out on their own. The results still come to you and you'll decide how you want to present them to your prospect.
To use Tolerisk EZ -
- Create a new risk assessment for your client/prospect by accessing the "Risk Assessments" tab. You can also send a link to them to fill in their assessment details by accessing the "Investor Worksheets" tab. (You can view our other user guide articles on sending Investor Worksheets and creating Risk Assessments for guidance)
- When the client finishes their assessment, you are able to see their results from the client's tab.
The video below highlights the main features of Tolerisk EZ -