Description
Totum is the only multi-dimensional risk tolerance questionnaire and toolkit that helps advisors understand how much risk their clients can comfortably take based on their life situations. It integrates directly with custodians, brokers, dealers, and other third-party fintech providers. This allows Totum to pull client account portfolios and financial information in to automatically score each security and portfolio. Visit https://www.totumrisk.com/, for more details.