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FinovateFall Sneak Peek: Tolerisk

A look at the companies demoing live at FinovateFall on September 24 through 26, 2018 in New York. Register today and save your spot.

Tolerisk pioneered two-dimensional risk assessment and is now introducing Tolerisk 401(k), a tool allowing advisors to provide custom financial planning advice in minutes, not hours.

Features

  • Offers deep analytics and a simple user interface
  • Creates a custom glide path for participant’s asset allocation
  • Eliminates the need for generic target date funds

Why it’s great
Through better technology, advisors can provide 401(k) participants with custom financial planning and investment advice without raising fees or wasting time.

Presenter
Mark Friedenthal, Founder and CEO
Friedenthal combined his experience as a regulator, institutional risk manager and RIA executive to create Tolerisk, the paradigm in fiduciary risk tolerance and planning.