More Than A Prospecting Tool

Every year the average household will have a life event that effects their overall investment risk.

Totum helps you adjust for your clients' needs.

joel-bruckenstein

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

Accurate Risk Scores

  • Risk Preference only for FINRA 2111 suitability rule
  • Risk Capacity to Relate to your clients life situation
  • Portfolio score to accurately discuss risk scores

Compliant, Compliant, Compliant

  • 50 page quantitative risk models built by a team of Economic PhD's
  • Auto archiving of risk questionnaires and scores
  • Time-stamped for your records to easily download

Proposals for your Meetings

  • White label and custom reporting
  • Investment Policy Statements
  • Analytics, Stress test, historical return comparisons and more.

PARTNER INTEGRATIONS

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Totum... Know Your Client's Life and Risk Tolerance.