Tolerisk

Tolerisk is an analytical tool for all types of financial advisors. In practice that means building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. Related areas on their profile: Financial Services. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Tolerisk is based in Marlton, New Jersey. Their site is tolerisk.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

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