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Totum by TIFIN

Take the Full Measure of Your Client’s Investment Risk – Featured on AdvisorHub

Financial advisors often don’t gain a complete picture of client risk. By using a fact-based approach to look at risk capacity, advisors can address that problem.   As a financial advisor, assessing your clients’ tolerance to take on portfolio risk is a critical step in creating a suitable asset allocation and financial plan for them.  Traditionally, …

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Totum is now an approved vendor of Advisor Group

We are excited to partner with Advisor Group as an approved risk profiling vendor to its network of firms including FSC Securities Corporation, Royal Alliance, SagePoint Financial, Securities America, Triad Advisors, and Woodbury Financial. Advisors within Advisor Group can now access our unique, fact-based risk tolerance platform to better understand their clients.  Schedule a demo to …

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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 …

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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 …

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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 …

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