Risk White Paper: Bespoke Client Risk Alignment – An Introduction to Totum’s Multi-Dimensional Risk Framework. This white paper provides the details behind how we think about Human Capital Factors and Risk Profiling, which we continue to enhance for Totum 2.0.
Time-Saving Features: Sync holdings directly from your custodian (via Quovo), import portfolios from Excel, and handle non-traded securities. Check them out in your Totum account and let us know if you need help with access.
We will be presenting at XY Planning Network Conference and FinDEVr, and will be a sponsor at eMoney Summit. Come say hi and learn more about how Totum can help your wealth management business.
Finally, Totum 2.0 will apply our unique Risk Framework to offer an interactive client questionnaire, and help you win prospects and retain clients with custom-tailored portfolios. Click here for a sneak peak!