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.
- Multi user firm discount
- Website Prospecting Link
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