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 situations. 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.
Quality assurance is the top priority of ProvenExpert's terms of use and evaluation guidelines.
However, should you feel that a review is in violation of our guidelines, you can submit a request to have the review assessed by the ProvenExpert quality assurance team by using the following contact form.
Send email to reviewer
* Required fields
You have already posted this review on . Posting again might create duplication.
Continue?