When it comes to risk tolerance questionnaires, it’s time to look at
facts over feelings
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.
Daily updated account data helps advisors quickly run reports for their client meetings.
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.