Simple and Robust
Intuitively contrast the risk that the client should
bear vs the risk in their portfolios
Only Totum Measures
A short narrative questionnaire to quantify the “ability to take risk”
as “willingness” alone isn’t enough
With One Click
Easily tailor your models with the Optimizer
and open architecture. Build trust in minutes.
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