When it comes to risk tolerance questionnaires, it’s time to look at
facts over feelings
WHAT MAKES TOTUM DIFFERENT?
Totum helps advisors with compliance, prospecting, and client retention by calculating and comparing 3 risk scores- risk capacity, risk preference, and portfolio risk, all with a short, user-friendly questionnaire
A CLIENT FRIENDLY EXPERIENCE
With nine short questions, your client will complete the survey in less than a minute.
MOST SUITABLE QUESTIONNAIRE
Our multi-dimensional questionnaire was designed to assist with compliance.
As seen in
Here’s what our clients have to say about Totum.
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 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.
Our firm has been vetting risk tolerance questionnaires and technologies for some time. For me, it was important to not just have the ability to score risk, but also seamlessly connect our client holdings into the risk tolerance process. My clients are value-based with heavy exposure to ESG. I enjoy the ability to customize the Totum questionnaire and add model portfolios that I think will be suitable and finally, generate an Investment Policy Statement in a few quick steps.
Our clients like the experience of completing the Totum Questionnaire, and it is especially effective when we do it together. It is also easy to update their profile in Totum as life events change…like retirement…or a desire to reduce volatility. For my practice, nothing has been as intuitive, as customizable, and effective as Totum.