Unlike traditional risk tolerance assessment tools which focus primarily on the client’s willingness to accept risk, Tolerisk® measures the client’s willingness and their ability to take investment risk, by incorporating their cash-flows. All factors are combined into a simple, measurable, and actionable risk directive.
Orion integrates with Tolerisk allowing you to easily import your clients and portfolios into the platform for analysis.
Integration Points:
- Orion provides Tolerisk relevant Household and Account level data via an automated data export.
- Tolerisk risk score analysis and suitability details pushed back into the Orion platform.