Suitable Risk Profiling Tools for Financial Advisors

The first and only risk tool that helps you understand how much risk your clients can comfortably take based on their life situation.

A Clear Conversation
to Stay the Course

Only Totum quantifies the “ability to take risk”, as “willingness”

alone isn’t suitable. Build trust and a strong client/advisor relationship that leads to long-term profitability.

Simple, Suitable, Scalable

Know your clients better by understanding how their stages in life affect their risk.

Totum’s narrative questionnaire allows you to truly understand your clients overall risk.

Apply Institutional Models to your Clients Totum Risk Score

Apply Institutional model or customize your own models to match your clients true risk score.

Export a white labeled Investment Policy Statement or Client Summary to add value to your next client meetings.


per user / per month

  • Unlimited Clients per user.
  • Match Model Portfolios.
  • Investment Policy Statements.
  • Risk Appetite, Risk Capacity and Portfolio scores.
  • 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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