---
title: Tolerisk Reviews
meta_title: 'Tolerisk Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Tolerisk works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 1
  scale: '5'
date_modified: '2025-10-31'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Tolerisk Reviews
**Vendor:** Tolerisk  
**Category:** [Financial Risk Management Software](https://www.g2.com/categories/financial-risk-management)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1
## About Tolerisk
Tolerisk is a 2-dimensional risk tolerance assessment tool for investment advisors. It lets advisors analyze their client’s willingness to accept risk using a psychometric profile and as well as their ability to take risk, by analyzing their cash-flow chronology. Both dimensions are combined into the Tolerisk Score, the numerator in a simple stocks/bonds ratio. Inputs and assumptions are shocked, highlighting the big drivers of risk tolerance for your client and illustrating how it will likely evolve through time. Tolerisk evaluates client circumstances across 1,000+ historical paths for equities, fixed income, and inflation. Tolerisk even incorporates second-to-die probabilities by year for each spouse. Based on all of this robust information, the realistic probability one or both clients outliving their money is computed, so advisors can be confident in their client’s assumptions.




## Tolerisk Reviews
  ### 1. A Real RTQ Software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tom K. | Paraplanner, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 08, 2025

**What do you like best about Tolerisk?**

Great questionnaire and solid risk analysis. The Risk Allocation tool is phenomenal.

**What do you dislike about Tolerisk?**

A little bit dated in the website design

**What problems is Tolerisk solving and how is that benefiting you?**

Most RTQs provided don't really provide a lot of value where as Tolerisk is informative during our investment analysis portion of our Financial Planning Process.



- [View Tolerisk pricing details and edition comparison](https://www.g2.com/products/tolerisk/reviews?open_modal_url=%2Fproducts%2Ftolerisk%2Fwishlists%3Fhost_path%3D%252Fproducts%252Ftolerisk%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-09+20%3A03%3A51+-0500&secure%5Bsession_id%5D=e84c375c-f431-44a8-8b54-595c1cd216f2&secure%5Btoken%5D=41f29c749cf97926bfd376401c8382b99d0a7cedac2c29e63f5e57946f868a37&format=llm_user)
## Tolerisk Integrations
  - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews)

## Tolerisk Features
**Platform Data**
- Visualization

**Platform Interoperability**
- Pre-Built Connectors

**Platform Additional Functionality**
- Activity Dashboard
- Multi-Factor Analysis
- Cloud
- Risk Analysis
- Modified Dietz Analysis
- Portfolio Analysis
- Liquidity Analysis
- Rate of Return Analysis

**Platform Basics**
- Reporting
- Financial Risk Reporting

**Agentic AI - Financial Risk Management**
- Natural Language Interaction

**Additional Functionality**
- Stress Tests
- LME
- Controls Audit
- Counterparty Risks
- Income & Balance Sheet
- Risk Assessment
- Market Risk Management
- Debt Management
- Interest Rate Risks
- Loan Portfolio Management
- BSA Compliance
- Business Process Control
- NYBOT
- Scenario Planning
- Foreign Exchange Risks
- OTC
- Generative AI
- For Hedge Funds
- Credit Risk Management
- Derivative Valuation
- ACH Payment Processing
- Reporting & Statistics
- AIMR Compliance
- NYMEX
- Compliance Management
- Reporting/Analytics
- Operational Risk Management
- GLBA Management
- Enterprise Risk Management
- Data Management
- Portfolio Management
- Trade Tracking
- API
- FACTA Red Flags
- AI Copilot
- Fraud Detection
- Audit Trail
- Portfolio Modeling
- Performance Metrics
- Hierarchy Management
- Limit Control
- CBOT
- Vendor Management

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