Better technology helps separate the best financial advisors from the rest.
Great advice drives confident decisions and happy client outcomes.
Happy clients make the most successful advisors.
Tolerisk is the next-generation of user-friendly risk tolerance and financial planning analytics, designed for the fiduciary process.
Going beyond personality profiles, Tolerisk incorporates financial data to assess the client's unique risk capacity over time.
Our advanced analytics ensure proper risk alignment and monitoring, resulting in increased conversion, retention, and referrals through an objective, repeatable, and documented process.
Ultimately, Tolerisk simplifies complexity, accelerating practice growth and reducing compliance risk for advisors and clients.
Our advisory board features accomplished industry leaders and experts, providing invaluable guidance for our strategic decisions and ensuring excellence in our endeavors.
Head of Products - UBS
CEO - Tolerisk
SVP - LIBRA Insurance
SVP - Crump Life (2016 - 2020)
Sr. Legal/Compliance Expert
General Counsel RIA/BD (2002 - 2007)
SEC Sr. Counsel (1999 - 2002)
CTO - Voya Financial
Chief of Digital Innovation - AssetMark (2019-2022)
DVP - Symetra
Sr. Investment Strategy Advisor – SS&C (2013- 2022)
Faculty Lead - NYU MS in Financial Planning
CEO - Intention.ly
CMO - Orion (2017 - 2021)
CMO - eMoney (2013 - 2017)
CTO - Tolerisk
COO - Docupace
EMD - Envestnet/ AI Labs (2016 – 2022)
COO - eMoney (2006 - 2016)