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…

  1. How much risk the investor should take given their current life situation (risk capacity)
  2. How much risk the investor is willing to take (risk preference)
  3. 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.
  • Automatic archiving of risk questionnaires and scores
  • 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.

 

*when paid annually

Partner Integrations

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ibm
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morningstar
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VEO-logo

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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.

Joel Bruckenstein

Technology Tools for Today

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.

Author,  History Lessons for the Modern Investor

Patrick Huey,CFP®, CAP®

Owner, Victory Independent Planning, LLC

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