Totum

Totum is now integrated with Wealthbox CRM

Totum’s fact-based risk profiling platform is now even easier to use for advisors who work with Wealthbox CRM. We are excited to announce our joint users can now import their Wealthbox contacts into Totum by TIFIN to quickly send them questionnaires and better maintain the risk scores in their investment portfolios. Schedule a demo to learn more.

Schedule a time to see our integration with Wealthbox CRM

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