Totum

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Thank you for booking time with Totum.

Totum helps advisors show prospects and clients where they should invest by providing a Risk Band instead of just one number. This gives the advisor a better way to engage and articulate a client’s risk, the client gets greater peace of mind knowing this range is unique and personal to their finances, and our framework protects the advisors’ firm from arbitration down the line. 

We are looking forward to our demo together.