How to Use the AI Note Feature in Tolerisk

Tolerisk now includes a powerful AI Note feature that helps you generate client-ready notes based on their risk assessment responses and results.

Click play below for a short video on how to generate an AI Note in Tolerisk.

Step-by-Step Instructions

1. Go to the Client Assessment

2. Navigate to the Results Section

   • Click the Results button at the top of the assessment page.

3. Scroll to the AI Note Section

   • Toward the bottom of the Results items, you’ll see the AI Note section.

4. Select Your Preferences

   • Choose the type of note you’d like to generate:

     • Summary

     • Recommendation

     • Investment Policy Statement (IPS)

     • Email

   • Then, choose the tone of the note to match your communication style (e.g., Professional, Friendly, Casual, Snarky, etc.).

5. Click Generate

   • Once you’ve selected the note type and tone, click Generate to create your customized note. The system will analyze the client’s responses and Results section to build a detailed note for you.

6. Use the Note Wherever You Need It

   • Since this feature is still in beta, the AI Note won’t be automatically included in your printable report. However, you can easily copy and paste the note into:

     • Client emails

     • Internal summaries

     • CRM notes

     • Investment documentation

A Few Things to Keep in Mind

• This feature is currently in beta, so you may see improvements or updates in the future.

• Notes are generated based on the specific client data within each assessment. If inputs change, regenerate the note for updated content.

• While you can't include the AI Note directly in the client report yet, feel free to integrate it anywhere else you find helpful.