FinDEVr Previews highlight companies presenting new developer tools, platforms, and integrations at FinDEVr Silicon Valley 2016, October 18 & 19. Tickets are on sale now. So visit our registration page and save your spot today.
Totum Wealth will unveil Totum 2.0, its latest technology that empowers a new experience for both investors: an educational questionnaire, and for advisers: bespoke portfolio construction and a proposal dashboard. Totum helps the adviser understand the client’s multidimensional risk-context to have a deeper conversation and shorten the sales cycle.
Why it’s a must-see
Given the seismic changes in wealth management from regulations, demographics and pricing compression, Totum’s robust approach to risk—and its unique solution—is deeply rooted in user experience and customer insights. Developers can get a sense of our journey and how it developed an innovative fintech application while meeting market needs.
Check out more of today’s FinDEVr Previews: