Risk Tolerance
Assessment
Risk Tolerance
Assessment
Getting an accurate read of an investor’s risk tolerance is an important first step, yet most risk tolerance tools have significant flaws. We have a real, solid risk tolerance assessment. No gimmick.
Reimagine Risk Tolerance Assessment
Most risk tolerance tools are cookie-cutter solutions, but our Risk Tolerance Test allows you to plug in your own models, so the result maps directly one of your models. It is the most intuitive, direct and defensible approach.
To ensure accuracy, it is cross-validated with a traditional risk questionnaire.
Stand Out With Us
Lead Generation
Plug it in your website to turn visitors into leads. Here is an example. Use it in your email signatures, and add a QR code on your business card or social media. Furthermore, each advisor at the firm can get their own lead gen link.
What If I Want A Risk Score of 0-100?
It is satisfying to have a risk scale of 0-100. It can be easily obtained by multiplying volatility (standard deviation) by five. This article explains in detail.
Using this simple algorithm, you will find that the risk score is usually close to the percentage of equity in the asset allocation. For example, the risk score of the 60/40 portfolio is close to 60.
