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Oct 30 •
AI-powered Risk and IPS tech?
"Joe random question. Have you come across any ai technology tools that do IPS and client risk tolerance?" - Investipal - Tolerisk Any others you know of?
1 like • Oct 31
Tolerisk is a risk tolreance solution designed for fiduciaries that does have IPS capabilities and uses AI to enhance advisor/client engagement. Feel free to schedule some time to see why we were named best in category in both the Ultimate Advisor Tech Stack of 2025 and the T3/Inside Information survey
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@mark-friedenthal-1200
Mark is the CEO of Tolerisk, which provides risk assessment tech designed for fiduciaries, that increases practice growth & reduces compliance risk.
Active 1d ago
Joined Oct 31, 2025
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