Overview

This article explains how to connect Tolerisk and Wealthbox, so advisors can import clients and prospects into Tolerisk and view risk tolerance assessment results directly from Wealthbox. No walkthrough video is currently available for this integration.

What is Tolerisk?

Tolerisk is investment risk tolerance assessment software designed for financial advisors to determine the amount of risk to take when managing an individual client's finances. Its integration with Wealthbox lets advisors import Wealthbox clients and prospects into Tolerisk and view their risk assessment results from within Wealthbox.

How does it work?

Advisors can import their Wealthbox clients and prospects into Tolerisk, then send them a risk tolerance assessment. Once a client completes the assessment, the relevant information is sent back to Wealthbox, so advisors can view Tolerisk's risk assessment tools and results directly on the client's Wealthbox record to enhance the client experience.

Step-by-step setup instructions

1. Confirm you have an active Tolerisk account and an active Wealthbox account.
2. From Tolerisk, locate the option to connect your Wealthbox account.
3. Log in with your Wealthbox credentials when prompted, and authorize the connection.
4. Import your Wealthbox clients and prospects into Tolerisk.
5. Send a risk tolerance assessment to a client from Tolerisk.
6. Once the client completes the assessment, confirm the results appear on the corresponding client's record in Wealthbox.

(Exact menu labels inside Tolerisk may differ slightly by account type — refer to Tolerisk's own onboarding screens if a labeled step doesn't match what you see.)

Troubleshooting steps

• Issue: Wealthbox clients and prospects aren't importing into Tolerisk. Solution: Confirm the Wealthbox connection is authorized in Tolerisk's account settings, and reconnect if needed.
• Issue: Assessment results aren't appearing in Wealthbox after a client completes them. Solution: Confirm the client's assessment was fully submitted in Tolerisk, and check that the connection between the two platforms is still active.
• Issue: A newly added Wealthbox contact isn't showing up in Tolerisk. Solution: Run the import again in Tolerisk, since new contacts may not sync automatically until the import is triggered.

FAQ

• Do I need to manually re-enter client information in Tolerisk? No. Once connected, clients and prospects can be imported from Wealthbox into Tolerisk.
• Is this a one-way or two-way sync? It works both ways: clients and prospects are imported from Wealthbox into Tolerisk, and assessment information is sent back to Wealthbox.
• What does this integration help advisors do? It lets advisors view risk tolerance assessment results directly alongside a client's other information in Wealthbox, enhancing the client experience.