INVESTMENT RISK... CLEARLY DEFINED.

Every year, the average household has a major life event that affects their overall investment risk objective.

DO YOU KNOW YOUR CLIENT'S RISK CAPACITY?

jb

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

Risk Tolerance Scores

  • Risk Capacity Score to more accurately assess 12 month risk based on life situations.
  • Risk Preference Score to find the perceived and emotional amount of risk one is willing to take today.
  • Portfolio Risk Score to accurately compare a clients investment portfolio to risk capacity and preference scores.

Compliant, Compliant, Compliant

  • A Preference score alone is not accurate, Totum added the Risk Capacity Score.
  • 50+ page quantitative risk models in Totum 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... Client Risk, Clearly Defined.