Why not having the right API strategy is not just a poor business decision, it is a client retention issue for fintechs
The Era Of Walled SaaS Gardens Is Dead Not too long ago, software platforms could live in isolation. They were built as complete waterfall technologies
Traditionally, advisors were only able to capture inputs directly from their clients. This information was often very subjective and relied heavily on the clients’ feelings
Why Today’s Modern Advisor Needs Their Online Risk Tolerance Questionnaire To Be Part of an Integrated Fintech Platform
Gone are the days a risk assessment should be conducted on paper or in a spreadsheet. These processes are cumbersome, slow, and prone to inaccuracies.
As discussed in our article Traditional Risk Tolerance Questionnaires Lead to Inaccurate Risk Appetite, risk tolerance questionnaires help mitigate biases and emotional subjectivity in investing
At Totum, we’ve introduced a better way to quantify risk. The usual risk tolerance questionnaire for advisor includes questions about how your client feels about
As an advisor, you have probably been relying on financial risk tolerance questionnaires to assess a client’s risk preference. Then, depending on the client’s answers,