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Risk Tolerance

Tolerisk

WTIS Score

6.47

External Links and Company Info

Buyer Fit

Target firm types

  • Wealth Management Firms
  • RIAs

Target firm size

  • Mid-Size
  • Small
  • Solo

Product Description

Product Positioning
Two-dimensional risk tolerance tool assessing clients' willingness and financial ability to take risk.
Description
Tolerisk provides a risk tolerance assessment that measures both a client's willingness and financial ability to take risk, using cash-flow analysis to support suitable, defensible portfolio recommendations.

Integrations

Tolerisk has 16 integrations in our directory

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APIs and Security

Security checks

Periodic Penetration Testing (aka PEN tests)

Public APIs

Yes - Our APIs allow other developers to 'GET' information from our application.

API authentication

OAuth, SAML 2.0, HTTPS, ID/PW

Data refreshed live via API

No

Developer portal exists

Yes

Developer portal features

Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?, Is truly “self service” so developers can quickly create an account, log in, authenticate, connect to your APIs and receive responses?

Developer sandbox URL

No

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Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form. 

I Understand