Totum Risk:

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Business Description

Totum Risk is an online risk tolerance questionnaire and toolkit for financial advisors. The company helps the advisors to understand the risk profile of their clients and suggest portfolios accordingly. 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. Visit https://www.totumrisk.com/, for more details.

Phone

(770) 727-4060

Address

Boulder, Colorado 80302

Storeboard City

San Francisco, California | Contact This Member

E-mail

contact@totumrisk.com

Directory Category

Software | Software Network

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