Integration Partners and Model Marketplace

The integration with Orion automatically pulls client account data and household data directly into Totum and scores the investment risk of every account on a daily basis.  Totum Risk is also available in the Orion Client Portal
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. 

Totum is integrated with the Fidelity Integration Xchange platform (Fidelity Clearing and Custody) and the FIAM models are available in the Totum Model Marketplace.

Totum automatically pulls client account data into Totum daily and accesses the account and portfolo risk with a a score.

Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.

Totum automatically pulls in client account data from Schwab Advisor Services on a daily basis to assess the clients portfolio investment risk.  Totum also offers a Single Sign On to the Schwab Advisor Center platform.

Charles Schwab offers a wide range of investment advice, products & services, including brokerage & retirement accounts, ETFs, online trading & more.

Totum automatically pulls client account data into Totum to access and monitor the investment risk.

Pershing provides the resources and solutions that financial services firms, institutional investors, managers and advisors need to succeed.

Totum automatically pulls client account data into Totum to assess the investment risk.  Totum also ingrates with TD Ameritrades iRebal solution to automatically push and pull model portfolios into Totum’s Model Market Place.

For over 40 years, TD Ameritrade has been proud to help our clients pursue their financial goals while giving them more time to focus on what really matters in life. 

Totum Risk is a partner and integrated with Veo One.

Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. 

Franklin Templeton Investments models are available in the Totum Risk Model Marketplace.

Franklin Templeton has grown from being recognized as one of the best small companies in America to being considered a premier global investment management organization. We offer clients a valuable perspective shaped by our seven decades of experience, investment expertise and growing global reach.

State Street Global Advisors and SPDR ETF models are available in the Totum Risk Model Marketplace.

State Street Global Advisors is the asset management division of State Street Corporation and the world’s third largest asset manager, with nearly $3.05 trillion in assets under management as of 30 June 2020.

Through our integration with Blackdiamond client account data is automatically added to Totum and scored daily.

Black Diamond is a leading provider of Web-based, outsourced portfolio management and reporting platforms to independent advisors, wealth managers, banks, broker-dealers and family offices.

Totum is available directly within the CIRCLEBLACK platform.  Circleblack clients should subscribe to Totum through Circleblack.

From customized portfolio analysis to automated wealth alerts, CircleBlack empowers you to control your wealth and future, but still live your life.

Morningstar® Data provides extensive information on a comprehensive range of investment types in the United States and global markets, allowing institutions to select the data that’s most relevant to their target audiences. Data feeds from Morningstar act as a common language across communication tools and business activities.

The Redtail integration within Totum allows users to automatically pull account data by client instead of  a batch upload.  The account data is updated daily.

Redtail Imaging provides financial pros with a powerful option for managing and archiving documents from any computer, for a secure, on-demand, “anytime, anywhere” solution.

Shareholders Service Group (SSG) specializes in meeting the unique investment and technology needs of independent investment advisors and their clients. Since 2002, SSG has offered brokerage services with extensive account insurance, a wide variety of investment options, competitive technology, and an experienced team committed to providing excellent personal service.

Totum Risk is available through the Advisor Peak solution.

Innovative Portfolio Insight & Rebalancing for Investment Advisors

Totum’s Risk tolerance questionnaire and portfolio scoring is available through

Investore is an online investment platform for investors globally.  Open a US account from anywhere in the world

Amazon Marketplace is an e-commerce platform owned and operated by Amazon that enables third-party sellers to sell new or used products on a fixed-price online marketplace alongside Amazon’s regular offerings

Coming Soon!  The Totum Risk Questionnaire will be available in Atlas along with the Totum Portfolio scores.
Atlas – Automation-driven Portfolio Management Software for advisors and firms of all sizes that is designed to simplify and streamline back-office functions, not increase complexity. This is technology that works for you.

The IBM Marketplace is a digital store where you can discover, try, and buy software, hardware, and services from both IBM and third-party vendors. The marketplace is currently available in over 60 countries and supports commerce in 15 international currencies.

Need more information on the risk tolerance questionnaire?

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