When it comes to risk tolerance questionnaires, it’s time to look at
facts over feelings
WHAT MAKES TOTUM DIFFERENT?
Totum helps advisors with compliance, prospecting, and client retention by calculating and comparing 3 risk scores- risk capacity, risk preference, and portfolio risk, all with a short, user-friendly questionnaire
A CLIENT FRIENDLY EXPERIENCE
With nine short questions, your client will complete the survey in less than a minute.
MOST SUITABLE QUESTIONNAIRE
Our multi-dimensional questionnaire was designed to assist with compliance.