Integrations /Risk Analysis

Get started with Wealthbox + TIFIN Risk

Modern CRM integrated with advanced risk analysis software.


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.


Blog Post

“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

Get started with Wealthbox + TIFIN Risk

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