Totum

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

Totum Risk Bar
1

RISK CAPACITY​

How much risk the investor can or can not take given their current life situation – ability to take risk.

2

RISK PREFERENCE

How much risk the investor is willing to take.

3

PORTFOLIO RISK

The portfolio risk score should fall between the risk preference and risk capacity scores.

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.

Partner integrations

Daily updated account data helps advisors quickly run reports for their client meetings. 

As seen in

SUCCESS STORIES

Here’s what our clients have to say about Totum.

Joel Bruckenstein

TECHNOLOGY TOOLS FOR TODAY

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.

Patrick Huey,CFP®, CAP®

Owner, Victory Independent Planning, LLC

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.