TOTUM BY TIFIN

totum-by-tifin-logo

Totum Risk provides a multi-scoring risk tolerance tool kit for financial advisors and investors. Totum is different, we focus on facts over feeling or bhow much risk an investor can take given their current life situation (risk capacity) instead of the traditional model that only looks at how much risk an investor is willing to take (risk preference). The Totum Risk toolkit includes integrations with the top custodians, broker/dealers, insurance companies, and other third party software pro... viders. The integrations allow Totum to pull in the account level data to automatically score the clients portfolio and an advisors book of business to assess the portfolio risk. Other integrations allow for SSO(single sign on), push/pull data from APIs, usage, and custom. Totum has added a Model MarketPlace for asset managers to add their models for advisors to use and compare with their client's portfolios. Tactical asset managers can also add their own returns. Advisors can add and uplaod their own models or use the iRebal integration to pull and push their models. Totum offers custom Investment Policy Statements and proposals to meet their compliance needs and requirements. Totum helps advisors and institutions stay compliant by covering the SEC Best Interest Rule and FINRA's suitability rule. Built around the concept that each individual investor should fully understand their unique risk situation, Totum is the first to consider comprehensive Human Capital Factors in portfolio recommendation: geography, industry, health, family, balance sheet, and where they are on the road to retirement. With the addition of Big Data and Machine Learning Totum can now alert an advisor or investor of a life event that is impacting their investments and financial goals. This holistic context allows financial advisors to differentiate their proposals, targeting the specific risks that the client may not be aware of. Our institutional-quality turnkey proposal solution frees the advisor to focus on client acquisition and retention.

#SimilarOrganizations #People #Financial #Event #Website #More

TOTUM BY TIFIN

Social Links:

Industry:
Financial Services FinTech Impact Investing Machine Learning SaaS Software Wealth Management

Founded:
2015-09-01

Address:
Boulder, Colorado, United States

Country:
United States

Website Url:
http://www.totumrisk.com

Total Employee:
11+

Status:
Active

Email Addresses:
[email protected]

Total Funding:
3.5 M USD

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF Domain Not Resolving GoDaddy DNS Google Google Cloud Amazon Virginia Region OpenResty Google Adsense


Similar Organizations

collegium-logo

Collegium

A defined process and Integrated Smart Contract, ProcureTech, FinTech platform for construction

contaayuda-logo

Contaayuda

Contaayuda uses AI to build taxes, bookkeeping and financial reporting for accountans in Mรฉxico.

ethos-logo

Ethos

Ethos offers personalized ESG data and software for financial advisors, asset managers, institutions, and investors.

expediente-azul-logo

Expediente Azul

Expediente Azul offers a tool for financial institutions to scale their sales by automatically gathering all requisites from a customer.

goalwise-logo

Goalwise

Goalwise is a mutual fund investment platform that provides an investment plan to achieve financial goals.

intuit-logo

Intuit

Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.

linear-logo

Linear

Linear is a financial infrastructure and insights company that offers SaaS solutions for customer onboarding and credit origination.

new-republic-partners-logo

New Republic Partners

New Republic Partners is a provider of lending strategies, wealth management, financial services, and investment solutions for its clients.

plantechhub-logo

PlantechHub

PlantechHub is an innovative financial planning software that enables advisors to enhance client portal, presentation and plan creation.

replant-capital-logo

rePlant Capital

rePlant is creating financial products which address the most pressing issue of our time.

riskmetrics-logo

RiskMetrics

RiskMetrics provides a digital risk tolerance toolkit to Financial Advisors allowing them to better understand their clientsโ€™ risk profiles.

strategy-marketplace-logo

Strategy Marketplace

Wealthtech Tactical Robo-Advisory Platform straight to individuals and financial professionals.

theorem-logo

Theorem

Theorem uses data science and machine learning to invest in marketplace lending loans, profitably managing over $800mm in assets.

Current Employees Featured

iain-gillespie_image

Iain Gillespie
Iain Gillespie Chief Product Officer @ Totum by TIFIN
Chief Product Officer
2021-01-01

aj-boury_image

AJ Boury
AJ Boury Chief Marketing Officer @ Totum by TIFIN
Chief Marketing Officer
2021-08-01

Founder


larry-shumbres_image

Larry Shumbres

mark-cone_image

Mark Cone

Investors List

ynext-incubator_image

Envestnet Yodlee Incubator

Envestnet Yodlee Incubator investment in Non Equity Assistance - Totum by TIFIN

Newest Events participated

schwab-impact-2019_event_image Participated in Schwab IMPACT 2019 on 2019-11-04 as exhibitor

td-linc-ameritrade-2019_event_image Participated in TD Linc Ameritrade 2019 on 2019-02-06 as exhibitor

benzinga-global-fintech-awards_event_image Participated in Benzinga Global Fintech Awards on 2018-05-15 as exhibitor

Official Site Inspections

http://www.totumrisk.com

  • Host name: 104.21.15.49
  • IP address: 104.21.15.49
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

Loading ...

More informations about "Totum by TIFIN" on Search Engine