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Institutional quality investment advisor tool

Institutional quality investment advisor tool

Founded in 2015, Totum brings disruptive innovation to personal wealth management. For decades, Totum's founders worked extensively with the world’s largest and most sophisticated institutional investors. We created Totum to democratize the tools that were previously only accessible to these institutions.

Built around the concept that each individual investor should fully understand their unique situation, Totum 1.0 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. 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.

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