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What is Totum?
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When it comes to risk tolerance questionnaires, it’s time to look at
facts over feelings.
Totum by TIFIN 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.
facts over feelings.
Totum by TIFIN 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.
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