Tolerisk Pro is a comprehensive risk assessment designed for qualified clients (not ideal for prospecting).
Tolerisk Pro is the comprehensive risk assessment tool for your practice. Unlike the Tolerisk EZ assessment, which serves as a concise prospecting tool, Tolerisk Pro considers a broader range of cash flows and assesses your clients’ willingness to take risks. It is geared towards your existing clients, and offers in-depth reports that incorporate the nitty gritties of your clients’ finances, to generate an objective risk directive that is easy for them to digest.
To use Tolerisk Pro -
- 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)
- In the "Type:" dropdown box, select Tolerisk Pro.
- 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 Pro -