Posts Tagged ‘Financial’

SS&C’s Black Diamond® Wealth Platform Now Integrated With Totum Risk To Improve Risk Scoring Metrics

ENHANCED RISK ANALYSIS BASED ON FACTS, NOT FEELINGS ATLANTA, Oct. 18, 2018 /PRNewswire/ — Totum Risk, a risk tolerance tool that calculates risk based on an investor’s current life situation, not just preference for risk, today announced their integration with SS&C’s Black Diamond® Wealth Platform. Black Diamond advisors using Totum Risk benefit from a more robust, multi-dimensional…

Read More

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…

Read More