Totum

News

Risk Profiling Questionnaire

TIFIN Group Buys Totum Risk, Financial Planning Tech To Launch New Platforms

Boulder, Colo.-based The TIFIN GROUP, a fintech holding company, announced today that it has added two new technology providers to its portfolio, including the risk profiling firm Totum Risk. The acquisitions also include a personal financial planning offering, myFinancialAnswers. Additional details of the acquisition were not announced. “TIFIN’s operating companies are building innovative fintech products …

TIFIN Group Buys Totum Risk, Financial Planning Tech To Launch New Platforms Read More »

nasdaq logo

Selecting the Right Client Portal for Financial Advisors

In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive edge in service, advice, and customer experience. Advisors can often put together more appropriate portfolios based on their knowledge of the market and their …

Selecting the Right Client Portal for Financial Advisors Read More »

nasdaq logo

Accelerating Innovation in Risk Measurement Tools For Financial Advisors

Risk is not an absolute. It is ever changing with many shifting variables. That is why risk is so hard to succinctly and accurately verbalize with most investors not knowing how to express their very personal feelings about risk or even wanting to discuss their changing perceptions of it. Rapid advancements in technology and data analytics …

Accelerating Innovation in Risk Measurement Tools For Financial Advisors Read More »