TOTUM RISK Questionnaire
FACTS vs. FEELINGS
Multi-Scoring Process
- Risk Capacity Score based on a clients life situation. This score is where they should be.
- Risk Preference Score is pschological and changes all the time. This score is where they want to be today.
- Portfolio Risk Score is where they are today. Adjust the portfolio to get closer to the Risk Capacity score.
Compliant, Safe Advice
- A Preference score alone will not hold up in arbitration. Totum protects the advisor with multiple scoring.
- The Advisor Insurance Policy. 60+ page quantitative risk models built by a team of Economic PhD's.
- Automatic archiving of risk questionnaires and scores for your records and any audits.
Proposals for your Meetings
- White label and custom reporting
- Investment Policy Statements
- Analytics, Stress test, historical return comparisons, Monte Carlo Simulation, and more.
- Compare your models to your clients or prospects portfolio.
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
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