January 24, 2020

AdvisorPeak and Totum Risk Announce New Data Integration & Partnership

Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by embedding Totum’s risk analysis […]
May 13, 2019

Industry Veterans Launch New Portfolio Rebalancing Software AdvisorPeak

Several industry veterans have joined together to form AdvisorPeak, a new portfolio trading and rebalancing platform focused on the wealth management industry. Damon Deru, founder and former […]