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Totum Risk

Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
With Totum, advisors can easily customize how they engage with their clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk.
The questionniare is 12 questions based on facts not feelings and is mobile friendly. Totum’s patent pending academic methodology is agile and not static. Totum is always reviewing its data resources to update its models when needed.

Website

https://www.totumrisk.com/

Contacts

contact@totumrisk.com

https://www.facebook.com/Totumrisk/

https://www.linkedin.com/company/totumrisk/

https://twitter.com/TotumRisk

Totum Risk
  • An Advisor’s Insurance Policy
  • Customized Model Portfolios
  • Investment Policy Statements and Reports
Totum Risk

Companies that integrate with Totum Risk

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisorPeak
AdvisorPeak
AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
#Rebalancing #Trading
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
BlackRock
BlackRock
BlackRock offers a range of solutions for institutions, financial professionals and individuals from all walks of life.
#Financial Planning #Broker-Dealer Platforms #Trading #Retirement Planning
Blueleaf
Blueleaf
Blueleaf is a provider of Financial Relationship Management Software.
#Portfolio Reporting #Account Aggregation #Billing
Cambridge Investment Research
Cambridge Investment Research
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control.
#Investment Research #Analytics #Portfolio Management
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
#Portfolio Reporting #Billing #Rebalancing #Retirement Planning
Discovery Data
Discovery Data
Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and insurance industries.
#Client Intelligence #Account Aggregation #Analytics #Collaboration Tools #Communication Tools #CRM #Investment Research #Marketing #Technology
E*Trade
E*TRADE
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.
#Broker-Dealer Platforms #Trading #Portfolio Management #Retirement Planning
FactSet Research Systems
FactSet
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
#Analytics #Investment Research
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
#Custodian #Analytics #Trading #Portfolio Management #Investment Research
FinMason
FinMason
FinMason is the independent investment analytics engine for financial services platforms.
#Analytics #Investment Research
Franklin Resources
Franklin Templeton
Franklin Resources, Inc. is a global investment management organization operating as Franklin Templeton Investments.
#Financial Planning #College Planning #Retirement Planning
IBM
IBM
The IBM Cloud for Financial Services is an ecosystem and open platform that brings together FinTech and financial services institutions to rapidly develop and share innovative applications, APIs, data and content on a secure, cloud platform to meet the unique business needs and challenges of banks, financial market institutions and insurance companies.
#Financial Planning #Risk Profiling
TD Ameritrade
iRebal | TD Ameritrade
iRebal is a rebalancing system which retains an audit trail of all executed trades and uploads trades to multiple custodians. The trading system incorporates family level rebalancing, cash management and tax harvesting.
#Rebalancing #Trading #Tax Planning
LPL Financial
LPL Financial
LPL Financial is a financial organization of independent financial advisors in the United States.
#Custodian
Millennium Trust
Millennium Trust
Millennium Trust is an expert provider of specialized custody solutions for alternative assets, investment accounts and retirement funds.
#Custodial Platforms
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
#Investment Research
Nationwide
Nationwide
Nationwide is the world's largest building society as well as one of the largest savings providers and a top-three provider of mortgages in the UK.
#Financial Planning
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Trading #Portfolio Management #Investment Research #Health Insurance #Retirement Planning #Portfolio Reporting #Lending
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
SEI
SEI Wealth Platform
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
#Custodial Platforms
Shareholders Service Group
Shareholders Service Group
Shareholders Service Group, Inc. is an asset custodian for independent registered investment advisors.
#Custodian
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Trading #Portfolio Management #Investment Research #Retirement Planning
TIAA
TIAA
TIAA is dedicated to helping those who teach, heal, and serve achieve financial well-being.
#Portfolio Management #Financial Planning #Retirement Planning #Life Insurance #Private Banking

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