LinkedIn Profile

Access Totum Wealth historical Linkedin company profile data on number of followers, employee headcount and more
Ticker Symbol Entity Name As Of Date Company Name Followers Employees on Linkedin Link Industry Date Added Date Updated Description Website Specialities Logo HQ.Street HQ.City HQ.State HQ.Country HQ.Postal GICS Sector GICS Industry
private:totumwealth 6643246 Jun 4th, 2019 12:00AM Totum Risk 250 5.00 Open Financial Services Jun 3rd, 2019 11:47PM Jun 3rd, 2019 11:47PM Based in Atlanta, Totum is the only multi dimensional risk tolerance questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk. Use Totum as a prospecting tool, to retain your client's, and as an insurance policy for you, your firm and your cleint's investments. Methodology: Through our academic research we found it's nearly impossible to score a risk tolerance questionnaire on preferences alone. Preferences change all the time. Totum scores an investors preferences to find out their willingness to take risk... how much risk they want to take today and an investors capacity to find our how much risk they can take based on their life situation. Finally, Totum scores the investors portfolio to show whether they are invested correctly or not. Totum's questionniare model is scores to find the total loss an invesor is willing to take over a 12 month period. Totum's portfolio algorithm looks at total daily returns going back to the year 2000. (the rest of the algo is proprietary) Why Risk Capacity? It's relates to the clients life situation and on average a household has one life event annually that will impact their investment risk. This should be part of an advisors annual review. Totum offers a proposal generator to customize reports for your clients to improve the client/advisor relationship and communication. This includes an Investment Policy Statement, Client Summary, and Portfolio Summary with more to be added. Totum also integrates with other FinTech third party software solutions, custodians, broker/dealers, insurance companies and banks through our open/REST API. This provides a better workflow and daily efficiency for an advisor or firm. Open Proposal Tool, Risk Capacity, Risk Tolerance Questionnaire, Fintech, Investment Policy Statements, Portfolio Analytics, More Referrals, Financial Planning, wealth management software, Robo advisor, client portal , integration, Compliance, Registered Investment Advisor, API Platform, Know Your Client, Prospecting Tool, Win more Business, machine learning, AI Open 8000 Avalon Blvd., Suite 100 Atlanta Georgia US 30009
private:totumwealth 6643246 Feb 17th, 2018 12:00AM Totum Risk 172 6.00 Open Financial Services Feb 17th, 2018 02:25PM Feb 17th, 2018 02:25PM Based in Atlanta, Totum is the only risk tolerance digital questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk. Through our academic research we found it's nearly impossible to score a risk tolerance questionnaire on preferences alone. Preferences change all the time. Totum scores the preferences for FINRA's suitability rule 2111, and scores the client's risk capacity. Totum puts more emphasis on the Risk Capacity score for the fact that on average a household has one life event annually that will impact their investment risk. Totum offers advisors a proposal generator to customize white labeled reports for their clients. This includes an Investment Policy Statement, Client Summary, and Portfolio Summary with more to be added in 2017. Totum also integrates with other FinTech third party software solutions, custodians, broker/dealers, insurance companies and banks through our open API.
private:totumwealth 6643246 Feb 16th, 2018 12:00AM Totum Risk 172 6.00 Open Financial Services Feb 16th, 2017 08:15AM Feb 16th, 2017 08:15AM Based in Atlanta, Totum is the only risk tolerance digital questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk. Through our academic research we found it's nearly impossible to score a risk tolerance questionnaire on preferences alone. Preferences change all the time. Totum scores the preferences for FINRA's suitability rule 2111, and scores the client's risk capacity. Totum puts more emphasis on the Risk Capacity score for the fact that on average a household has one life event annually that will impact their investment risk. Totum offers advisors a proposal generator to customize white labeled reports for their clients. This includes an Investment Policy Statement, Client Summary, and Portfolio Summary with more to be added in 2017. Totum also integrates with other FinTech third party software solutions, custodians, broker/dealers, insurance companies and banks through our open API.
private:totumwealth 6643246 Feb 15th, 2018 12:00AM Totum Risk 172 6.00 Open Financial Services Feb 15th, 2017 10:07AM Feb 15th, 2017 10:07AM Based in Atlanta, Totum is the only risk tolerance digital questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk. Through our academic research we found it's nearly impossible to score a risk tolerance questionnaire on preferences alone. Preferences change all the time. Totum scores the preferences for FINRA's suitability rule 2111, and scores the client's risk capacity. Totum puts more emphasis on the Risk Capacity score for the fact that on average a household has one life event annually that will impact their investment risk. Totum offers advisors a proposal generator to customize white labeled reports for their clients. This includes an Investment Policy Statement, Client Summary, and Portfolio Summary with more to be added in 2017. Totum also integrates with other FinTech third party software solutions, custodians, broker/dealers, insurance companies and banks through our open API.
private:totumwealth 6643246 Feb 14th, 2018 12:00AM Totum Risk 172 6.00 Open Financial Services Feb 14th, 2017 01:50PM Feb 14th, 2017 01:50PM Based in Atlanta, Totum is the only risk tolerance digital questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk. Through our academic research we found it's nearly impossible to score a risk tolerance questionnaire on preferences alone. Preferences change all the time. Totum scores the preferences for FINRA's suitability rule 2111, and scores the client's risk capacity. Totum puts more emphasis on the Risk Capacity score for the fact that on average a household has one life event annually that will impact their investment risk. Totum offers advisors a proposal generator to customize white labeled reports for their clients. This includes an Investment Policy Statement, Client Summary, and Portfolio Summary with more to be added in 2017. Totum also integrates with other FinTech third party software solutions, custodians, broker/dealers, insurance companies and banks through our open API.
private:totumwealth 6643246 Feb 13th, 2018 12:00AM Totum Risk 172 6.00 Open Financial Services Feb 13th, 2017 04:11PM Feb 13th, 2017 04:11PM Based in Atlanta, Totum is the only risk tolerance digital questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk. Through our academic research we found it's nearly impossible to score a risk tolerance questionnaire on preferences alone. Preferences change all the time. Totum scores the preferences for FINRA's suitability rule 2111, and scores the client's risk capacity. Totum puts more emphasis on the Risk Capacity score for the fact that on average a household has one life event annually that will impact their investment risk. Totum offers advisors a proposal generator to customize white labeled reports for their clients. This includes an Investment Policy Statement, Client Summary, and Portfolio Summary with more to be added in 2017. Totum also integrates with other FinTech third party software solutions, custodians, broker/dealers, insurance companies and banks through our open API.
private:totumwealth 6643246 Feb 12th, 2018 12:00AM Totum Risk 172 6.00 Open Financial Services Feb 12th, 2017 04:15AM Feb 12th, 2017 04:15AM Based in Atlanta, Totum is the only risk tolerance digital questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk. Through our academic research we found it's nearly impossible to score a risk tolerance questionnaire on preferences alone. Preferences change all the time. Totum scores the preferences for FINRA's suitability rule 2111, and scores the client's risk capacity. Totum puts more emphasis on the Risk Capacity score for the fact that on average a household has one life event annually that will impact their investment risk. Totum offers advisors a proposal generator to customize white labeled reports for their clients. This includes an Investment Policy Statement, Client Summary, and Portfolio Summary with more to be added in 2017. Totum also integrates with other FinTech third party software solutions, custodians, broker/dealers, insurance companies and banks through our open API.
private:totumwealth 6643246 Feb 11th, 2018 12:00AM Totum Risk 172 6.00 Open Financial Services Feb 11th, 2017 05:35AM Feb 11th, 2017 05:35AM Based in Atlanta, Totum is the only risk tolerance digital questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk. Through our academic research we found it's nearly impossible to score a risk tolerance questionnaire on preferences alone. Preferences change all the time. Totum scores the preferences for FINRA's suitability rule 2111, and scores the client's risk capacity. Totum puts more emphasis on the Risk Capacity score for the fact that on average a household has one life event annually that will impact their investment risk. Totum offers advisors a proposal generator to customize white labeled reports for their clients. This includes an Investment Policy Statement, Client Summary, and Portfolio Summary with more to be added in 2017. Totum also integrates with other FinTech third party software solutions, custodians, broker/dealers, insurance companies and banks through our open API.
private:totumwealth 6643246 Feb 10th, 2018 12:00AM Totum Risk 172 6.00 Open Financial Services Feb 10th, 2017 06:43AM Feb 10th, 2017 06:43AM Based in Atlanta, Totum is the only risk tolerance digital questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk. Through our academic research we found it's nearly impossible to score a risk tolerance questionnaire on preferences alone. Preferences change all the time. Totum scores the preferences for FINRA's suitability rule 2111, and scores the client's risk capacity. Totum puts more emphasis on the Risk Capacity score for the fact that on average a household has one life event annually that will impact their investment risk. Totum offers advisors a proposal generator to customize white labeled reports for their clients. This includes an Investment Policy Statement, Client Summary, and Portfolio Summary with more to be added in 2017. Totum also integrates with other FinTech third party software solutions, custodians, broker/dealers, insurance companies and banks through our open API.
private:totumwealth 6643246 Feb 9th, 2018 12:00AM Totum Risk 172 6.00 Open Financial Services Feb 9th, 2017 08:57AM Feb 9th, 2017 08:57AM Based in Atlanta, Totum is the only risk tolerance digital questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk. Through our academic research we found it's nearly impossible to score a risk tolerance questionnaire on preferences alone. Preferences change all the time. Totum scores the preferences for FINRA's suitability rule 2111, and scores the client's risk capacity. Totum puts more emphasis on the Risk Capacity score for the fact that on average a household has one life event annually that will impact their investment risk. Totum offers advisors a proposal generator to customize white labeled reports for their clients. This includes an Investment Policy Statement, Client Summary, and Portfolio Summary with more to be added in 2017. Totum also integrates with other FinTech third party software solutions, custodians, broker/dealers, insurance companies and banks through our open API.

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