Totum Risk, LLC
Preferences change all the time, therefore it's impossible to score a questionnaire based on preferences alone. Through academic research, a household has one life event annually that will impact their overall objectives. Totum scores a client's risk capacity (life situation) and risk preferences along with the portfolio to allow an advisor to accurately place their client in the right investment portfolio. Other benefits included in Totum are, Custom modeling, custom reporting, white labeling, direct integrations, stress testing, compliance, add your own questions, analytics, monte carlo simulation, all scored securities, grouping of accounts, and more. We're not done...we're just getting started.
Nominated for: Best Customer Engagement Tool or Campaign
Totum is the only online human capital risk tolerance questionnaire that helps advisors understand how much risk their clients can take based on their life situation.