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Totum Risk in Boulder, Colorado
Totum is the only multi-dimensional risk tolerance questionnaire and toolkit for financial advisors
(770) 727-4060
1222 Pearl St, Suite 200
Boulder, CO 80302
Company Description:
Totum is the only multi-dimensional risk tolerance questionnaire and toolkit that helps advisors understand how much risk their clients can comfortably take based on their life situation. It integrates directly with custodians, brokers, dealers, and other third-party fintech providers. This allows Totum to pull client account portfolios and financial information in to automatically score each security and portfolio.
Services Offered:
Risk Tolerance Questionnaire
Risk Tolerance Assessment Questionnaire
Risk Tolerance Software
Risk Analysis Software
Risk Tolerance Software For Financial Advisors
Business Information:
| In Business Since: | 2015 |