Quality | 2016.01.15
Totum Wealth Launches First Wealth Management Platform to Analyze Comprehensive Human Capital Factors and Portfolios
LOS ANGELES--(BUSINESS WIRE)--Totum Wealth, a provider of institutional-quality analytics and innovative solutions for financial advisors, announces today the official launch of Totum, the first and only wealth management platform that analyzes comprehensive human capital factors in investment proposals. Totum helps human financial advisors differentiate their capabilities from automated investment services by delivering fully-customized portfolios via an interactive visual interface, democrati
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