The Tolerisk Dashboard is the first page you see upon logging in, providing a centralized overview of your recent activities and quick access to essential tools.
What You’ll Find on the Dashboard
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Recent Activity Overview
Instantly view your most recent work, including assessments you've run and clients you've engaged with. -
Quick Navigation Buttons
Jump directly to commonly used sections:-
Clients
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Risk Assessments
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Investor Worksheets
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Employer Plan Assessments
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One-Click Actions
From the Dashboard, you can:-
Start a new assessment
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Add a new client
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Generate and copy an assessment link
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Need a visual walkthrough? Watch the instructional video below for a quick demo of everything on the Dashboard.