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Tolerisk Enhances Integration With SS&C’s Black Diamond Wealth Platform

16 October 2023

Tolerisk Enhances Integration With SS&C’s Black Diamond Wealth Platform

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 […]

Tolerisk Forms Advisory Board of Top FinTech and Wealth Management Industry Leaders

12 July 2023

Tolerisk Forms Advisory Board of Top FinTech and Wealth Management Industry Leaders

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

Tolerisk Announces Customized, End-to-End Integration with WealthSource®

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 […]

The 3rd Generation of Financial Planning

4 September 2020

The 3rd Generation of Financial Planning

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 […]

Four Scenarios That Break a Financial Plan

8 August 2019

Four Scenarios That Break a Financial Plan

At 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 […]

Should You Include Social Security in Your Financial Plan?

22 January 2019

Should You Include Social Security in Your Financial Plan?

The future of Social Security in the United States is hotly contested. Both current and future retirees are concerned that the retirement income they’ve been promised won’t be there and should be excluded from financial plans. We’re going to examine the current state of affairs as well as some of the popular notions of Social […]

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