Totum Pricing Plans

  • Unlimited Clients per user.
  • Proposal and Reporting tool.
  • Investment Policy Statements.
  • Risk Capacity, Risk Preference, and Portfolio scores.
  • FINRA Compliance Vendor Directory.
  • Protected by 256 bit SSL security.
  • Web-based. Mobile-friendly. Access anywhere, anytime.
  • Multi user firm discount
  • Website Prospecting Link

Totum Pro


month/ user

Totum Pro (Annual)


year/ user


Custom Pricing

Multiple Users

Totum... Know Your Client's Life and Risk Tolerance.