Risk Tolerance Analytics

Know your client's Volatility Score, keep that client for life

Try for Free Take a Tour How It Works

How Can Volatility Score Help You?

On-Board New Clients

Know your client’s true risk tolerance from day one to avoid problems later.

Qualify Prospects

A client’s Volatility Score can indicate if a potential client is right for your firm.

Annual Client Reviews

Keep an eye on and track all your existing client’s risk tolerance over time.

Market Your Firm

Use volatilityscore.com to show potential clients your firm cares about risk and has an academic approach to understanding risk.

Low Cost Provider

Volatilityscore.com aims to be the low cost provider of online risk tolerance measurement systems. Compare our costs vs our peers - it's not even close.

Compliance

RIA firms understand the value of a product that improves compliance and covers your documentation requirements for a low cost.

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Affordable and Easy to Use

Meeting clients away from the office? Your clients can complete the Volatility Score questionnaire with a private invite any time and you and your client will receive an emailed copy. The completed questionnaires are stored permanently and date-stamped. Review or redo at any time!

Pricing Plans

14 day free trial, cancel anytime.

$50 per month
Small Plan
  • Storage for 300 Client Questionnaires
  • 3 Unique Advisor Logins
  • White Labeling Features for your Firm
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$100 per month
Large PLAN
  • Unlimited Questionnaire Storage
  • 25 Unique Advisor Logins
  • White Labeling Features for your Firm
  • Volatility Score Proposal Generator
  • Custom model portfolios and data sets

Need something more? Contact us for customized solutions.

Let your clients see how your model portfolios perform vs. your competitors.

Don't have time to populate data sets and build model portfolios? Let us do the work for you. For a flat fee of $500 we'll create model portfolios and data sets that you can use with your Volatility Score Reports and Portfolio Proposals.