The Tolerisk Blog

The world of risk tolerance tools is constantly evolving, and we are proud to be recognized as a steady beacon of excellence by many industry leaders including the most recent 2024 T3/Inside Information Software Survey distributed and analyzed by industry veterans Joel Bruckenstein and Bob Veres. With an impressive 8.87 user satisfaction rating, it’s clear […]

For 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 […]

Building 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 […]

Custom integrations enable comprehensive advisor oversight, compliance standardization & a new level of client experience for the enterprise organization.

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 […]

Abstract 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 […]