Tolerisk Earns Highest User Satisfaction Rating Among Leading Risk

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Tolerisk, the fiduciary-grade risk tolerance assessment platform built for independent advisors, has received an 8.90 out of 10 user satisfaction rating in the 2026 T3/Inside Information Software Survey, marking the third consecutive year it has led the Risk Tolerance Instruments category in user satisfaction and placing it above all established competitors.

Why it matters

This rating reflects the growing importance for advisors to demonstrate their value and meet a true fiduciary standard, which requires going beyond a simple risk score. Tolerisk was built to help advisors deliver on evolving client expectations around risk assessment and management.

The details

Unlike traditional risk tools that produce a single score based on a short questionnaire, Tolerisk separately measures a client's willingness and ability to take investment risk, factors in real-time market conditions, and calculates the probability of a client running out of money over time. The platform's output is expressed on a standardized scale tied to familiar benchmarks, making it easier for advisors to explain and for clients to understand. Tolerisk recently launched its AI Companion, a fiduciary-trained AI assistant that helps advisors maintain personalized client communication at scale, trigger check-ins based on past risk assessments, and keep every interaction documented and compliant.

• The 2026 rating marks the third consecutive year Tolerisk has led the Risk Tolerance Instruments category in user satisfaction.

What they’re saying

What’s next

Advisors interested in learning more can schedule a demo at tolerisk.com.