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PODCAST – Leveraging FinTech to Help Clients Manage Financial Wellness with Larry Shumbres

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Larry Shumbres, CEO of Totum Risk, discussing the evolution of FinTech, the role data plays in helping Advisors plan for their clients’ financial wellness...

Totum Risk® announces integration with Schwab Advisor Center®

Advisors who custody with Schwab Advisor Services™ will have access to Schwab Advisor Center from Totum Risk's multi-scoring investment risk toolset, including Model Portfolios, Risk Score Trends, Compliance, Proposal Generator and more. ATLANTA, Dec. 11,...

Totum Risk® Brings Its Investment Life Scoring Tool Directly To Orion’s Client Portal

Totum Risk® Brings Its Investment Life Scoring Tool Directly To Orion's Client Portal Integration update brings intuitive, in-depth risk scoring to Orion client experience ATLANTA, Dec. 17, 2019 /PRNewswire/ -- Totum Risk™, an Investment Life Scoring Tool that focuses...

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...

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