Totum Webinar

In this episode of Totum LIVE,  Sarah Rasmuss, Chief Product Officer at Circle Black, and Larry Shumbres, Co-Founder and Chief Revenue Officer at Totum by TIFIN go through an overview of both platforms and how the combination can help advisors drive fact-based financial wellness.  https://www.youtube.com/watch?v=OlAxthQIqj0 Schedule a time to see how Totum’s fact-based risk capacity can …

[Totum LIVE] How the combination of Totum + CircleBlack helps advisors drive fact-based financial wellness. Read More »

Click on the video below to watch the playback of our conversation with State Street. State Street Model Strategist Karlan Patel, CFA joined Totum’s Co-Founder and CRO Larry Shumbres to demonstrate how State Street ETF Model Portfolios can be utilized on Totum to streamline an advisor’s investment practice. https://www.youtube.com/watch?v=iEEg9E9eVSE Schedule a time to see how Totum’s …

[Totum LIVE] How Advisors can streamline their practice with State Street ETF Model Portfolios and Totum Read More »