About P5
Better technology for better advice.
P5 brings the tools advisors use most into one connected process: client profiling, planning, portfolio alignment, investment policy statements and proposals, all built around a single household record.
AI speeds up the busywork, pulling data from statements, fact finders and existing plans, while compliance oversight and documentation are built into every step. The Tolerisk Score stays at the center.
Same team. Same Tolerisk Score. One connected platform for the whole advice process.
Tolerisk remains the name of the risk score at the center of the platform. Existing Tolerisk customers keep their current subscription pricing and get the full expanded platform.
About the Tolerisk Score →Our mission
We simplify complexity.
Accelerating practice growth and reducing compliance risk for advisors and their clients.
Our analytics support risk alignment and ongoing monitoring with an objective, repeatable and documented process, giving advisors a clearer picture of every client and a stronger record of the advice behind it.
What we believe
Three ideas behind everything we build
Better technology separates the best advisors.
The right tools free great advisors to do their best work and stand out from the rest.
Great advice builds confidence.
Clear, data-driven analysis leads to confident decisions and good client outcomes.
Happy clients make successful advisors.
An experience clients understand and trust supports conversion, retention and referrals.
Leadership
The executive team
Advisory board
Guided by leaders across wealth management
Our advisors bring experience from custodians, broker-dealers, insurers, regulators, fintech and academia.
