Tolerisk is now the P5 Wealth Platform
The fiduciary platform for client risk, from first questionnaire to compliance file.
Score every household with the Tolerisk methodology, set a risk directive, keep accounts on it, and walk clients through the result in Meeting Mode. All of it documented.
2026 T3 / Inside Information Software Survey
Tolerisk satisfaction scores blow out the competition.
Tolerisk earned an 8.90 average advisor rating in the Risk Tolerance Instruments category, was recognized as a standout solution, and has been an industry leader for three consecutive years based on past survey results.
Read the 2026 survey →Risk Tolerance Instruments
One platform
Assess, align, monitor and grow, in one place.
The Tolerisk methodology stays at the center. P5 builds the rest of the advisor workflow around it.
Assess
- Tolerisk risk assessment / retirement plans
- Paraplanner reads statements and fact-finders
- Client questionnaires by link
Align
- Household risk directive
- Model sets on the 0–100 benchmark scale
- Portfolio fit, comparisons and proposals
Monitor
- Automatic re-scoring and deviation alerts
- Compliance Center and tickets
- IPS and custom reports
Grow
- Campaign Links for prospects
- Employer plans and 401(k) participants
- Engagement funnel and conversion
New · The Paraplanner
Hand it the statement. Review what it found.
Ask about any household by name, or drop in a statement, plan report or fact-finder. The Paraplanner stages updates against the household’s assessment, shows the page each value came from, and writes nothing until you apply it.
For your clients
Your clients get their own app.
Every P5 Wealth Platform subscription includes a client app, P5 Client. Clients sign in to complete their risk questionnaire, upload statements and documents, and keep their information current, so the household record stays up to date between meetings.
- Questionnaires from any phone or computer
- Uploads land straight in the household record
- Check-ins with you, on your terms
Clients sign in from Log in → Client login at the top of this site.
How it works
From first questionnaire to documented decision.
- 01Send the questionnaireClients finish it on their own time, by link.
- 02Get the Tolerisk ScoreWillingness and ability, on one standard scale.
- 03Set the risk directiveMap it to a model set and check portfolio fit.
- 04Present in Meeting ModeWalk the client through it together.
- 05Monitor and documentAutomatic re-scoring, alerts, IPS and reports.
The Tolerisk Score
Willingness, ability, and the lower of the two.
Most risk tools stop at personality. Tolerisk measures how much risk a client is willing to take and how much their finances can carry, then shows how that changes over time. A score of 62 means the risk of a 62/38 stocks-bonds benchmark.
Trusted by advisors
Risk that’s easier to explain and document.
“It allows me to forward a risk assessment to a potential client without confusion or hesitation.”
“Full of great information and checking fiduciary boxes. It’s leaps and bounds above what we’re doing now.”
“Impressed with your new features and integrations.”
“Great questionnaire and solid risk analysis. The Risk Allocation tool is phenomenal.”
“The unsung option.”
Sign up for a demo of P5 today.
A product specialist walks you through the Tolerisk Score, portfolio fit and Meeting Mode on a sample household.
Free white paper
4 Risk Tolerance Mistakes that are Jeopardizing Your Client Relationships
Every financial advisor has some type of risk tolerance assessment process. The vast majority are too rudimentary, and merely designed to satisfy the most basic level of compliance. Shoring up your risk assessment process is critical for maintaining strong client relationships and fulfilling your fiduciary obligations.
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Works with the custodians, CRMs and planning tools you already use
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Designed for advisors, CFPs, CFA charterholders, broker-dealers and investment advisors.