Human-Centric Risk Tools for Financial Advisors

Drive successful client conversion and retention

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,
Simple, Scalable

Digest and relate critical information for clients via a concise

narrative questionnaire, with optional questions to go deeper.

Stay on Your
Usual WorkFlow

Apply or customize any model portfolios with open architecture.

Seamlessly montior Risk Score changes via our public API


per user / per month

  • 7 Day Free Trial
  • No credit card required.
  • No long term commitment.
  • Protected by 256 bit SSL security.
  • Web-based. Access anywhere, anytime.
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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

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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

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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 makes advising simple..

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