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
Accurate Risk Scores
- Risk Preference only for FINRA 2111 suitability rule
- Risk Capacity to Relate to your clients life situation
- Portfolio score to accurately discuss risk scores
Compliant, Compliant, Compliant
- 50 page quantitative risk models 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.