Custodians and Broker Dealers
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.
Totum automatically pulls client account data from Veo One into Totum to assess the account and portfolio risk. Totum also integrates with the iRebal solution to automatically push and pull model portfolios into Totum’s Model Market Place.
Totum is integrated with the Fidelity Integration Xchange platform (Fidelity Clearing and Custody) and the FMAX models are available in the Totum Model Marketplace.
Totum automatically pulls client account data into Totum to assess and monitor the clients portfolio risk.
Totum automatically pulls client account data into Totum to assess and monitor the portfolio risk.
Totum automatically pulls in client account data daily from NFS and models from SEI for Cambridge advisors.
Totum automatically pulls client account data into Totum to access and monitor the portfolios risk.
Totum is an approved vendor for the Advisor Group and its network of firms including FSC Securities Corporation, Royal Alliance, SagePoint Financial, Securities America, Triad Advisors, and Woodbury Financial.
Broadridge, a global Fintech leader helping clients capitalize on what's next with communications, technology, data and intelligence solutions.
Totum is natively integrated through our APIs within the Broadridge platform.
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.
Through our integration with Blackdiamond client account data is automatically added to Totum at the household level and scored daily.
The Redtail integration within Totum allows users to automatically pull account data by client instead of a batch upload. The account data is updated weekly.
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.
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.
Through our integration with blueleaf client account data is automatically uploaded on a daily basis to measure portfolio risk.
Via our integration with BNY Mellon | Albridge, advisors using Totum can automatically import client account data on a daily basis to measure portfolio risk.
Through our integration with Wealthbox, prospect and client data can be selected to upload to Totum.
API as a Service
Drive Financial Wellness By Discovering Financial Personality.
Positivly is a personalized advice platform to help advisors enhance outcomes and client engagement.
Totum's proprietary risk tolerance questionnaire is available for free through Positivly.
Totum’s Risk tolerance questionnaire and portfolio scoring are available through investore.io
Investore is an online investment platform for investors globally. Open a US account from anywhere in the world
Totum's risk tolerance questionnaire and portfolio scoring is available through letbob.com
Our mission is to offer a wide range of professional investment models that empowers investors to self-direct participation and retain control of their assets. Bob makes consuming investment models as simple as one, two, three, and four!