19 October 2023
Turning Risk Tolerance from a Checkbox to a Competitive AdvantageFor decades, the standard for financial risk tolerance was a thin, seven-to-12-question quiz with multiple choice responses and nebulous at best results, wherein most people would be categorized as “moderate.” The results didn’t help clients make better decisions, and offered next to no direction or insight for advisors It’s understandable, then, that advisors treated risk […]
16 October 2023
Tolerisk Enhances Integration With SS&C’s Black Diamond Wealth PlatformBuilding on its existing Black Diamond integration, Tolerisk provides more portfolio granularity for advisors and their clients. ”Expanding our integration with Black Diamond builds upon our long-standing vision for the delivery of accurate and comprehensive financial advice.” — Mark Friedenthal, Founder and CEO, Tolerisk MARLTON, NEW JERSEY, UNITED STATES, October 10, 2023 - Tolerisk, a leading […]
12 July 2023
Tolerisk Forms Advisory Board of Top FinTech and Wealth Management Industry LeadersCustom integrations enable comprehensive advisor oversight, compliance standardization & a new level of client experience for the enterprise organization.
21 June 2023
Tolerisk Announces Customized, End-to-End Integration with WealthSource®Custom integrations enable comprehensive advisor oversight, compliance standardization & a new level of client experience for the enterprise organization. MARLTON, NEW JERSEY, June 21, 2023 — Tolerisk, a leader in analytical risk tolerance assessment tools, announces a custom integration with WealthSource Partners, a full-service, national, independent registered investment advisory firm. Tolerisk’s software enables a two-dimensional approach to […]
4 September 2020
The 3rd Generation of Financial PlanningAbstract The first generation of financial planning (1970s through 1990s) used static modeling with a constant return expectation. The chief limitation was that it didn’t accurately reflect the real sequence of returns observed, which created very unrealistic results and underrepresented the risk of failure. In this century, financial plans were primarily conducted using single-factor Monte […]
8 August 2019
Four Scenarios That Break a Financial PlanAt a high level, there are 4 causes of a broken financial plan. But, first, let’s define “financial plan”. A financial plan accounts for anticipated savings and spending, incorporates assets, income sources, longevity, and yields some probability of running out of money. A sound financial plan should attempt to ensure a person’s lifespan does not […]
