More Than A Prospecting Tool

Every year, the average household will have a life event that affects their overall investment risk.

Totum helps you know your clients better and win more business!

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

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.

PARTNER INTEGRATIONS

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Totum... Client Risk, Clearly Defined.