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.
Integration Features
  • 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
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