Tolerisk

1,000+ scenario risk assessment that embeds on your site

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About

Tolerisk runs 1,000+ Monte Carlo-style scenarios against a prospect's specific circumstances, measuring both willingness and ability to take risk. An embeddable widget lets visitors start the assessment directly from your website — arriving at their first meeting with a comprehensive risk profile ready.

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Features

✓1,000+ scenario analysis
✓Willingness vs. ability scoring
✓Embeddable widget
✓CRM integrations
✓Schwab Advisor Services partner
✓Wealthbox integration

Pricing

Free

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