Risk Tolerance Assessment

Assess and quantify your risk tolerance so you can make an intelligent risk-return trade-off decision.

Our risk tolerance assessment is based on the research developed by two professors in personal financial planning, Dr. Ruth Lytton at Virginia Tech and Dr. John Grable at the University of Georgia. The risk tolerance questionnaire and scale were developed, tested, and published in Financial Services Review. It has been widely used by hundreds of thousands of consumers, financial advisers, and researchers. The analysis of data from these users provides evidence that the assessment’s reliability and validity have remained robust since it was first developed over a decade ago.

Piocaro
Retail Investor

Retail Investor

A robust risk tolerance assessment to help you quantify your risk tolerance so you can make an intelligent risk-return trade-off decision for your portfolio. Do your assessment online in the convenience of your home or on-the-go on your mobile device. We automatically save and archive all of your assessments.

Financial Adviser

Financial Adviser

We help you manage your clients’ risk tolerance assessments, all in one place. Your clients will get an email invitation to complete their risk tolerance assessments online in the convenience of their homes or on-the-go on their mobile devices.

You can easily track the completion of the assessments. Their assessments will be automatically saved and archived so you can confidently and quantitatively prove that you Know Your Customer. Our risk tolerance assessment not only assists you with compliance but also to build trusting, lifelong client relationships. Use the assessment along with the automated Smart Portfolio to convert prospects into life-time clients.