Integrations /Risk Analysis

Get started with Wealthbox + Tolerisk

Modern CRM integrated with risk tolerance software.

Overview

Tolerisk is cloud-based, fiduciary-caliber risk tolerance assessment technology for financial planners and investment advisors. The integration with Wealthbox allows users to view Tolerisk risk assessment tools to enhance the client experience.

View Tolerisk scores for Wealthbox Clients.

Resources

Blog Post

Get started with Wealthbox + Tolerisk

Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!