The first and only risk tolerance tool that helps you understand how much risk your clients can comfortably take based on their life situation.
AS SEEN IN
A Clear Conversation
to Stay the Course
Only Totum quantifies the “ability to take risk”, as “willingness”
alone isn’t suitable. Build trust and a strong client/advisor relationship that leads to long-term profitability.
Compelling, Compliant, Complete
Know your clients better by understanding how their stages in life affect their risk tolerance. Preferences change all the time, where risk capacity, on average, changes once a year.
Totum Wealth is listed in the FINRA Compliance Vendor Directory.
Match your client's Risk Score with your Scored Models
Apply your customized models to match your client’s true risk score. Export a white labeled Investment Policy Statement, Portfolio Summary, or Client Summary to add value to your next client meeting.
Totum provides a unique deliver of my client’s risks which sharpens my recommendations. It takes the pain out of excessive data entry and allows me to review portfolios in a fun experience with my clients.
Tony Saemai, SeaCrest Wealth Management
Totum has eliminated the need for time-consuming spreadsheets and supports our advisors’ initiatives by generating dynamic visual proposals. This enables our clients to easily monitor the risks within their portfolios in an engaging way.
Robert Dalie, Suma Group, Oppenheimer
One of the most persistent challenges for advisors is to get an accurate gauge of a client’s risk tolerance. With a fresh approach to risk analysis, Totum is a promising new addition to the advisor tool kit.
Joel Bruckenstein, Technology Tools for Today
