In this episode of TIFIN Risk LIVE, Sarah Rasmuss, Chief Product Officer at Circle Black, and Larry Shumbres, Co-Founder and Chief Revenue Officer at TIFIN Risk go through an overview of both platforms and how the combination can help advisors drive fact-based financial wellness.
How the combination of TIFIN Risk + CircleBlack helps advisors drive fact-based financial wellness.
Learn how TIFIN Wealth can help by scheduling a
guided tour of our platform for organic growth.
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