Blog/ Partner Updates

Totum Partners with Wealthbox to Integrate Risk Profiling with CRM

November 2, 2021

Today we’re thrilled to announce that Totum, the fact-based risk profiling platform that’s part of the TIFIN family of wealth-tech products, is now integrated with Wealthbox. Advisors using Wealthbox can now import their Wealthbox contacts into Totum to quickly and easily send clients questionnaires about risk capacity, risk preference, and portfolio risk. This connectivity allows advisors to better manage risk scores in clients’ investment portfolios with fewer clicks and provides greater visibility between the applications.

Watch the webinar to learn more about the integration between Wealthbox + Totum and TIFIN’s wealth-tech platforms.

Totum is the latest in the TIFIN suite of wealth-tech platforms to integrate with Wealthbox. The growth marketing platform Clout already uses contact records from Wealthbox to populate hyper-personalized AI-powered marketing campaigns for advisors. The financial personality quiz platform Positivly also integrates with Wealthbox, allowing advisors to quickly import contacts from the CRM to invite clients to take the Positivly financial personality test.

Iain Gillespie, Chief Product Officer at Totum by TIFIN

“Totum is delighted to partner with Wealthbox,” said Iain Gillespie, Chief Product Officer at Totum by TIFIN. “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.”

Jeff Mello, President & CFO of Wealthbox

“We’re delighted to partner with Totum and their unique risk profiling software,” said Jeff Mello, President & CFO of Wealthbox. “The integration makes it easy for advisors in Wealthbox to access and review a client’s investments and risk analysis information. This is a natural fit for two excellent software products to help financial advisors help their clients.”


Join the Webinar

Join us for a live webinar on Wednesday, January 12 at 2 pm ET to learn more about the integration between Wealthbox + Totum and TIFIN’s wealth-tech platforms.

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