[Totum LIVE] How the combination of Totum + CircleBlack helps advisors drive fact-based financial wellness.

In this episode of Totum LIVE,  Sarah Rasmuss, Chief Product Officer at Circle Black, and Larry Shumbres, Co-Founder and Chief Revenue Officer at Totum by TIFIN go through an overview of both platforms and how the combination can help advisors drive fact-based financial wellness.  https://www.youtube.com/watch?v=OlAxthQIqj0 Schedule a time to see how Totum’s fact-based risk capacity can …

[Totum LIVE] How the combination of Totum + CircleBlack helps advisors drive fact-based financial wellness. Read More »