With Tolerisk, you have the ability to craft Allocation models and subsequently utilize them to provide recommendations to your clients according to their Tolerisk scores.
Allocation models are comprised of rows containing securities or portfolios, with columns representing distinct Tolerisk scores. You have the flexibility to modify the weights of each row to align with the Tolerisk score corresponding to each column.
Upon selecting the suitable allocation method (rounding method), the asset allocation page in the results section will display the recommended allocation corresponding to your client's Tolerisk score.
If you want information on creating these models, head to our article about Allocation Models.
To access the Asset Allocation tool -
- Click into the Risk Assessment that you want to work with. This can be accessed through the "Clients" or "Risk Assessments" tab.
- Then, click the "Results" button denoted by a star icon on the top right side of the web page.
- Here, you will see a section labeled “asset allocation" in the list on the right side of the page.
- Here, you will see a dropdown listing all the allocation models you have created.
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Once you select a model, you will see a recommended allocation appear here, corresponding to the Tolerisk score generated for this particular assessment.
- You can also use the slider bar on the page to see how changing the Tolerisk score would affect the allocation.
Observing the effects of changing the Tolerisk score -
The video below walks you through the steps of creating Allocation Models and using the Asset Allocation section on the results page -