Totum

Day: August 17, 2021

Portfolio Risk

How Today’s Portfolio Risk Assessment Tools Rely On AI and Big Data To Better Serve Their Clients

Traditionally, advisors were only able to capture inputs directly from their clients. This information was often very subjective and relied heavily on the clients’ feelings about investing and risk. Fact-based questions were often limited to a small set of questions, such as time horizon and availability of assets.  Even still, these “facts” were vulnerable to …

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Online risk tolerance questionnaire

Why Today’s Modern Advisor Needs Their Online Risk Tolerance Questionnaire To Be Part of an Integrated Fintech Platform

Gone are the days a risk assessment should be conducted on paper or in a spreadsheet. These processes are cumbersome, slow, and prone to inaccuracies. Recognizing these problems, the founders of Totum by TIFIN spent over five years creating a tool that integrates with leading broker-dealers and custodians, as well as complimentary fintech partners. We …

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