Does anyone use Tolerisk? I am getting fed up with Riskalyze/Nitrogen lately. We found them showing bogus negative correlations, had portfolios risk change over night, they said VOO has limited historical data, and I had a growth portfolio where every fund was a 65+ risk, but the portfolio pulled a 59. I could tolerate their crazy return assumptions, but now I am ready to move on.

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We made the switch. Questionnaires are better but the software is a bit bulky. Still integrates with eMoney which is nice. I’d say some of the portfolio information is a bit limited but it suffices for our managed accounts.

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I decided that it is not ready at this point. I think they will have a good tool someday, but until they get it client centered it will be too clunky to be efficient. Plus, their reports look like they were produced in 2002.

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