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Totum Risk

Filed under: Tech: Other

Company info:

RIA department info:

Etcetera:

  • 12 FTEs
  • Founded in 2015

Q&A:

What is the service or product you offer to RIAs?

Totum Risk is a multi-scoring risk tolerance tool that helps financial advisors understand how much risk a client can comfortably take based on their life situation, not just their feelings or behaviors that change all the time.

How do you differentiate your offering from competitors?

Totum measures how much risk a client can take based on their life situation(risk capacity), how much risk the client is willing to take(risk preference), and the clients portfolio risk score. Totum is less expensive than most risk tools available, but more importantly is the most suitable and compliant risk tool available to financial advisors.

What else would you like to say about your business?

Totum is integrated with all of the major custodians, IBDs, Banks, Insurance companies, and leading fintech solutiions. Totum also offers a Model Marketplace, comparison reviews, analytics, and custom proposals/reports.

Related listings:

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Related articles:

Morningstar causes uproar with new study that upends everything RIAs assumed about retirement planning, and it all comes down to a number

In July, Morningstar published its latest retirement report, and its author David Blanchett poses tough questions, suggesting advisors risk “havoc” when predicting retirement. But the industry claims it's well prepared.

Totum's bid to beat Riskalyze, including its own 1 to 99 risk number, gets reward -- acceptance by Black Diamond and CircleBlack

CEO Larry Shumbres says financial advice industry is in for a shock, as thousands-strong uptick in users shows Totum Risk is the real deal

United Capital nabs Min Zhang not long after Gail Graham leaves and Larry Shumbres continues a magical post-Schwab ride

The $19.8-billion national RIA in Newport Beach, Calif. makes the ex-Totum Wealth CEO its digital product manager and Shumbres fills the CEO spot

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