Tolerisk
Curated by SignalRisk and compliance management solutions for wealth managers and advisors.
Overview
Tolerisk focuses on risk and compliance management solutions specifically for wealth managers, addressing regulatory adherence and risk assessment challenges. The platform incorporates artificial intelligence and blockchain technology to facilitate compliance monitoring and protect client data. Tolerisk offers various products, including Tolerisk Pro, Tolerisk EZ, and Tolerisk 401k, aimed at serving the needs of financial advisors, Certified Financial Planners (CFPs), and investment professionals. The platform provides analytics and insights into clients' willingness and ability to take investment risks, assisting wealth managers in maintaining regulatory compliance and operational efficiency.
Key facts
- Founded
- 2014
- Headquarters
- Marlton, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
Business model
- GTM channel
- Sign up to view
- 5 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
