Risk Tolerance & Proposal Software for Advisors
Risk questionnaires, risk scoring, stress tests and proposal tools.
Nitrogen (formerly Riskalyze)
Measure risk tolerance, create personalized proposals, and confidently guide clients to retirement readiness - all in one platform.
Risk tolerance & proposalsOrion Risk Intelligence (formerly HiddenLevers)
Portfolio stress-testing and risk analytics; HiddenLevers is now Orion Risk Intelligence.
Risk tolerance & proposalsPocket Risk
Explore your financial risk profile and investment comfort zone with our specialized risk tolerance questionnaire for advisors.
Risk tolerance & proposalsStratiFi
AI wealth management platform for RIAs. Replace 15+ disconnected tools with one — risk, proposals, IPS, compliance, and document extraction in one place.
Risk tolerance & proposalsTolerisK
Elevate risk assessment with Tolerisk: Grow your practice, minimize compliance risks, and customize strategies. Discover now!
Risk tolerance & proposalsTotum Risk
Assess risk with TIFIN Wealth’s 16-question survey, combining preference, capacity, and portfolio risk into one clear view.
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