Get started with Wealthbox + TIFIN Risk
Modern CRM integrated with advanced risk analysis software.
Modern CRM integrated with advanced risk analysis software.
Overview
TIFIN Risk is a multi-scoring, risk tolerance tool kit for financial institutions, financial advisors, 401ks, insurance, banks, and more. The integration with Wealthbox allows Totum users to seamlessly import Wealthbox contacts into Totum to facilitate sending risk questionnaires about risk capacity, risk preference and portfolio risk.
Import Wealthbox contacts into TIFIN Risk with the click of a button.
Assess risk and compliance factors for Wealthbox contacts within TIFIN Risk.
Resources
“Totum is delighted to partner with Wealthbox. We are always aiming to bring our advanced fact-based risk platform to as many advisors and clients as possible. By partnering with a leading CRM like Wealthbox, we are streamlining the way our joint users can send clients Totum’s user-friendly questionnaire and better maintain their risk profiles and investment portfolios.”
Iain Gillespie
Chief Product Officer, Totum by TIFIN
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