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Introduction
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.
Contact Info
Address:
1222 Pearl St, Suite 200
Boulder
Colorado 80302
United States
Boulder
Colorado 80302
United States
Tel:
(770)727-4060
Website:
https://www.totumrisk.com/
Hours of operation
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