Totum by TIFIN Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Totum by TIFIN provides a platform for financial advisors to assess client risk tolerance in a structured, life-situation-based way. The core tool is a mobile-friendly, 12-question questionnaire that relies on factual inputs rather than feelings, examining risk preferences, risk capacity, and portfolio risk. The platform enables customizable engagement with clients and delivers reports, including an investment policy statement, with emphasis on compliance through time-stamped, archived questionnaires and FINRA-reviewed reports aligned with SEC Best Interest Rule. Its methodology is patent-pending, academic, and agile, designed to be updated as data resources evolve.

Totum is based in Alpharetta, Georgia, and operates in the financial services sector serving financial professionals and their clients. Since its 2021 acquisition by the TIFIN Group, Totum has pursued partnerships and integrations with industry players, including a collaboration with Infinex Financial Group announced in 2021.

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