A Clear Conversation
to Stay the Course
Only Totum quantifies the “ability to take risk”, as “willingness”
alone isn’t defensible. Built trust and have sticker clients
v.s. other RTQ's: Robust,
Digest and relate critical information for clients via a concise
narrative questionnaire, with optional questions to go deeper.
Stay on Your
Apply or customize any model portfolios with open architect
Seamlessly montior Risk Score changes via our public API
Totum provides a unique deliver of my client’s risks which sharpens my recommendations. It takes the pain out of excessive data entry and allows me to review portfolios in a fun experience with my clients.
Tony Saemai, SeaCrest Wealth Management
Totum has eliminated the need for time-consuming spreadsheets and supports our advisors’ initiatives by generating dynamic visual proposals. This enables our clients to easily monitor the risks within their portfolios in an engaging way.
Robert Dalie, Suma Group, Oppenheimer
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