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
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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
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iRely CTRM
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Payscore
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IRA Bank Monitor
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ACH Risk Manager
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The Novus Platform
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GOST
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Kamakura Risk Manager
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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.
Top Totum Risk Alternatives
- RiskAPI Add In
- planEASe
- Financial Radar Screen
- FGI
- ProcessPaaS
- Ethos
- Juris Analyst
- PD-Trak
- iRely CTRM
- Payscore
- IRA Bank Monitor
- ACH Risk Manager
- The Novus Platform
- GOST
- Kamakura Risk Manager
