When it comes to risk tolerance, it’s time to look at FACTS over FEELINGS
TOTUM RISK IS DIFFERENT
Totum Risk calculates 3 risk scores…
- How much risk the investor should take given their current life situation (risk capacity)
- How much risk the investor is willing to take (risk preference)
- The risk score of the investor’s current portfolio(scored on returns back to 2000)
All presented on a single, easy to read line graph
Return On Investment
Best Client Experience
- 11 simple questions your clients will feel comfortable answering all based on life factors such as health, location, and career sectors
- Mobile friendly with 9 short questions your clients will be complete the survey in less than a few minutes
- Questionnaire links for your website
Most Suitable Questionnaire
- FINRA reviewed Investment Policy Statement
- SEC Regulation Best Interest Rule, Client Profiling and Recommendations.
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Automatic archiving of risk questionnaires and scores
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Patent Pending – 70+ pages of quantitative and active risk models ensure accurate scoring
Incredible Investment
- Starting at only $349/year or $29/month(paid annually) for the risk questionnaire tool.
- Totum Risk Pro, $700/annually including integrations, reporting, and model market place
- Investment Policy Statements, Analytics, Model Market Place… compare models to prospect/client portfolios to win more business
Questionnaire Video
65% of your clients are taking risk questionnaires from their mobile devices
With only 9 questions, Totum Risk’s mobile-friendly questionnaire is faster and easier for your clients on the go.
The combination of proprietary, PhD designed quant models and machine learning makes Totum’s questionnaire not just the easiest to complete, but also the most accurate.
Partner Integrations
As seen in
Success Stories
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.
My recent book confronted recency bias and risk homeostasis, dual impediments to proper long-term investing. Totum’s dynamic assessment tool is a natural conversation starter to uncover the short-term thinking that leads to unrealistic assumptions about risk.