photoDanSeltzer

"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."

Daniel Seltzer CFP®, MSFP
President & Wealth Advisor, Arrow Wealth Advisors

Totum Pro

$79

month/ user

$700/yr (Annual Subscription 25% discount)

Totum Pro Plus

$99

month/ user

$900/yr (Annual Subscription 25% discount)

Enterprise

Custom Pricing

Multiple Users

  • Proposal and Reporting tool
  • Investment Policy Statements
  • Risk Capacity, Risk Preference, and Portfolio scores
  • FINRA Compliant reports
  • Protected by 256 bit SSL security
  • Web-based. Mobile-friendly
  • Multi user firm discount
  • Lead Generation web link
  • Up to 150 Clients

  • Proposal and Reporting tool
  • Investment Policy Statements
  • Risk Capacity, Risk Preference, and Portfolio scores
  • FINRA Compliant reports
  • Protected by 256 bit SSL security
  • Web-based. Mobile-friendly
  • Multi user firm discount
  • Lead generation web link
  • Up to 300 Clients.

  • Open and REST API
  • Custom integration
  • RTQ and Portfolio scoring
  • Prepopulated questions
  • Custom analytics
  • Custom reports
  • Exclusive models for your advisors
  • Machine Learning
  • Lead Generation tool

Totum Risk... know your client's human risk tolerance.