Totum Risk
Totum Risk revolutionizes risk assessment by utilizing a multi-scoring framework that evaluates clients’ risk preference, capacity, and portfolio exposure. By employing a swift 16-question assessment, it enables advisors to tailor investment strategies that align with individual risk bands, ensuring a balanced approach to risk management and compliance with regulatory standards.
Top Totum Risk Alternatives
RiskAPI Add In
The RiskAPI® Add-In seamlessly integrates with Excel, allowing users to effortlessly establish a risk framework for their fund.
planEASe
With over 40 years of trusted expertise, this software empowers real estate professionals to swiftly conduct financial property analyses.
Financial Radar Screen
The Financial Radar Screen is an advanced financial risk management software designed to empower investors with real-time insights and analytics.
FGI
A global leader in commercial finance, FGI empowers companies with tailored lending and risk mitigation solutions.
ProcessPaaS
ProcessPaaS™ offers a robust controls automation solution that seamlessly integrates both Cloud and On-Premise applications.
Ethos
A sophisticated Model Risk Management platform, Ethos enhances every phase of the MRM lifecycle for financial institutions.
Juris Analyst
By integrating seamlessly with banking and third-party systems, it provides insightful analytics and scorecards...
PD-Trak
It seamlessly integrates the ease of web applications with familiar MS Office tools, offering tailored...
iRely CTRM
With real-time data, seamless ERP integration, and the ability to manage multiple commodities globally, businesses...
Payscore
By providing verified income information in under 60 seconds, it ensures fair decision-making while complying...
IRA Bank Monitor
The platform provides thought-provoking articles on economic stability, regulatory issues, and personal finance, while also...
ACH Risk Manager
By centralizing ACH data, it enables intuitive reporting and real-time file validation...
The Novus Platform
Its customizable reporting tools streamline workflows, while integration with data providers ensures accuracy and reliability...
GOST
By automating electronic communications surveillance, they can monitor various platforms efficiently, reduce false positives, and...
Kamakura Risk Manager
It seamlessly combines asset and liability management with compliance tools for Basel II, enabling effective...
Top Totum Risk Features
- Holistic risk assessment framework
- Multi-dimensional risk scoring
- Individualized risk alignment
- Short 16-question survey
- Integrated risk capacity analysis
- Dynamic portfolio risk evaluation
- Real-time risk preference tracking
- Custom risk-aligned proposals
- Enhanced client retention strategies
- Regulatory compliance focus
- Convenient assessment link sharing
- Rapid prospect conversion tool
- Digital newsletter integration
- Email signature embedding
- Improved client-advisor communication
- Portfolio compliance tracking
- Ongoing risk preference monitoring
- Adaptable investment strategies
- User-friendly interface design
- Secure data handling practices.
