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November 8, 2021

TOLERI$K and FinMason partner on portfolio risk analysis

By Verdict Staff

TOLERI$K, which provides fiduciary-caliber risk tolerance assessment technology for investment advisors, has forged an alliance with fintech provider FinMason.

Under the tie-up, TOLERI$K will integrate its software with FinMason’s proprietary analytics engine in order to enhance portfolio risk analysis.

This is expected to enable financial planners and investment advisors to optimise outcomes for their clients.

TOLERI$K founder Mark Friedenthal said: “We’ve partnered with FinMason to bring our users the industry’s leading portfolio risk measurement, calibrated neatly to TOLERI$K’s convenient stocks/bonds benchmark scale.

“While TOLERI$K was originally built to score the person, our integration of FinMason adds the ability to score portfolios. As a result, advisers now have the ability to easily compare how a client’s portfolio risk stacks up against their TOLERI$K score, enabling more efficient alignment of investment solutions with each client’s unique situation.”

FinMason’s proprietary analytics engine is said to provide over 1,000 analytics on each publicly traded asset globally. In addition, this platform also delivers third-party data sets through an API.

Commenting on the partnership, FinMason president Philip Taylor said: “TOLERI$K has the most robust and sophisticated risk tolerance models we’ve seen and is a natural partner for FinMason’s modern risk analytics platform.

“We are delighted to support TOLERI$K’s users by allowing them to quickly and easily add portfolio risk analytics to their product lineup.”

In August this year, US-based Mariner Wealth Advisors signed a partnership with Riskalyze to give its more than 300 financial advisers access to Riskalyze’s risk alignment and portfolio analytics platform.

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