Totum Pricing Plans

  • Unlimited Clients per user.
  • Proposal 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.

Monthly

$79

month/user

Yearly

$700

year/user

Enterprise

Custom Pricing

Firms with 100+ Users

joel-bruckenstein

One of the most persistent challenges for advisors is to get an accurate gauge of a client’s risk tolerance. With a fresh approach to risk analysis, Totum is a promising new addition to the advisor tool kit.

Joel Bruckenstein, Technology Tools for Today

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