About Totum Risk
Based in Atlanta, Totum offers financial advisors the ability to connect with their clients through an online risk tolerance questionnaire. Typical risk questionnaires focus on risk preference, which can change continuously. With Totum, life situations are taken into consideration, creating a more accurate representation of how much risk a client can actually take given their current circumstances, defined more accurately as risk capacity. For more information, visit www.totumrisk.com or follow the company on LinkedIn and Twitter.
CircleBlack is a wealth management platform that provides financial advisors with a complete financial overview of their clients’ portfolios in one, simple-to-access location. The firm aggregates feeds from custodians along with any direct holdings, such as mutual funds and annuities. Circleblack also integrates with external service providers used for Trading Billing, CRM and Risk Analytics.]]>