News

Totum’s Bid To Beat Riskalyze

Brooke’s Note: I’ve said it before: It’s amazing that no software existed in the RIA marketplace dedicated to risk until five years ago. Then it was just as surprising there were no imitators. Now we have a risk analysis market leader and a feisty upstart competitor and the drama that goes along with that sort of healthy…

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Wealthtechs Totum Risk & Circleblack Announce Integration

ATLANTA – January 29, 2018 – Totum Risk, the only risk tolerance digital questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation, defined as risk capacity, has integrated with CircleBlack, a leading wealth management platform for advisors that offers multi-aggregation, integration, revenue generation and performance…

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Larry Shumbres Elevated to New CEO as Totum Wealth Rebrands to Totum Risk

ATLANTA–(BUSINESS WIRE)–Totum Risk, formerly known as Totum Wealth and a provider of risk tolerance for financial advisors, today announced Larry Shumbres’ promotion from Chief Revenue Officer to Totum Risk’s new CEO. The promotion and repositioned company name comes on the heels of Totum Risk’s renewed focus on leveraging key consumer data to provide advisors with…

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Totum Wealth Partners with Quovo to Better Assist Financial Advisors with Client Account Aggregation

LOS ANGELES–(BUSINESS WIRE)–Totum Wealth, a provider of digital client engagement and institutional-quality analytics for financial advisors, has partnered with Quovo, a leading financial account aggregation and analytics company for the wealth management industry, to provide financial advisors with a streamlined platform to better access and aggregate client accounts. Through the partnership, advisors on the Totum…

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Totum Wealth Opens New Office Location to Support Company Growth

LOS ANGELES–(BUSINESS WIRE)–Totum Wealth, a provider of digital client engagement and institutional-quality analytics for financial advisors, today announced the opening of a new office in Los Angeles, Calif. to support the company’s continued growth in wealth management technology services. Totum’s new office will enable the company to meet the wealth management industry’s growing demand for…

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Totum Wealth to Showcase Envestnet | Yodlee Integration at Demo Day

LOS ANGELES–(BUSINESS WIRE)–Totum Wealth, a provider of digital client engagement and institutional-quality analytics for financial advisors, has partnered with Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. The strategic partnership enables financial advisors to aggregate their client accounts into Totum via the…

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Totum Wealth Launches First Wealth Management Platform to Analyze Comprehensive Human Capital Factors and Portfolios

Cloud-based application leverages institutional-grade investment technology to optimize results for advisors LOS ANGELES – Jan. 14, 2016 – Totum Wealth, a provider of institutional-quality analytics and innovative solutions for financial advisors, announces today the official launch of Totum, the first and only wealth management platform that analyzes comprehensive human capital factors in investment proposals. Totum…

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Totum Wealth Launches First Wealth Management Platform to Analyze Comprehensive Human Capital Factors and Portfolios

LOS ANGELES–(BUSINESS WIRE)–Totum Wealth, a provider of institutional-quality analytics and innovative solutions for financial advisors, announces today the official launch of Totum, the first and only wealth management platform that analyzes comprehensive human capital factors in investment proposals. Totum helps human financial advisors differentiate their capabilities from automated investment services by delivering fully-customized portfolios via an…

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