In the newest installment of our Fintech Fix video series, we speak with Mark Friedenthal, a financial adviser who transitioned into the fintech world when he founded Tolerisk, a subscription-based software tool that provides fiduciary-caliber investor risk-tolerance assessments.
Mark offers insight into the recent integration of Tolerisk with Orion and Redtail, as well as his company’s plans for the remainder of 2019. These include rolling out integrations with Black Diamond and CircleBlack, in addition to making large-scale enhancements to the Tolerisk user interface. He also adds some thoughts about what’s on the horizon for the fintech industry as a whole. To see his conversation with our own Melanie Yuill, check out the exclusive video below!