Totum

Totum makes compliance simple!

Two effective work flows to help advisors stay compliant and convert prospects faster.

RELATABLE QUESTIONNAIRE

The most suitable and relatable risk tolerance questionnaire for a better client experience 

MODEL MARKETPLACE & INTEGRATIONS

Import models and automatically integrate client account data to make investment recommendations based on portfolio risk

PROPOSAL GENERATOR

Personalize your investment policy statements and reports for client meetings and compliance rules

SUCCESS STORIES

Here’s what our clients have to say about Totum

Daniel Seltzer CFP®, MSFP

President & Wealth Advisor, Arrow Wealth Advisors

I LOVE the two different risk numbers (i.e. capacity vs. preference) this is a robust story and super meaningful for deepening the client conversation beyond what they initially say they are comfortable with.

Joe Berry, CEO/CCO MBE

Wealth Management, LLC

Totum does a great job capturing the statistical-based measure of risk a client can assume given their current life situation and directly compares it with a score based on the client’s feelings toward investment risk. It’s really advantageous to have both of these measures because together they lead to deeper, more meaningful conservations and a better understanding of a client’s true risk tolerance.