Totum provides human-centric risk tools for advisors to engage and retain clients with suitable advice and goes beyond a client's psychology risk preference (Risk Appetite) and quantifies how much risk a household can take on (Risk Capacity) given its unique situation. Totum offers advisors a concise, narrative questionnaire that quantifies the comprehensive risk exposures in each household, enabling advisors to better understand their clients. Advisors can fully-customize their model portfolios due to Totum's open architecture, showing clients how the proposed portfolio is appropriately aligned with their specific Client Risk Score.
Access critical Veo client data such as account information, balances, positions, history
Help clients have a comprehensive understanding of risk profile
Turn Veo data into insights and present critical information
Automatically populate Portfolio Risk Scores and tailor the portfolio