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
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RiskAPI Add In
The RiskAPI® Add-In seamlessly integrates with Excel, allowing users to effortlessly establish a risk framework for their fund. By downloading positions directly from various sources like prime brokers or accounting systems, analysts can immediately assess exposure without needing complex back-office integration. A live demo and free trial are available.
planEASe
With over 40 years of trusted expertise, this software empowers real estate professionals to swiftly conduct financial property analyses. It features a unique standalone analysis method, allowing users to generate property analysis websites and custom report packages in seconds. Its robust sensitivity and Monte Carlo risk analysis tools enhance decision-making, while extensive training resources ensure smooth operation.
Financial Radar Screen
The Financial Radar Screen is an advanced financial risk management software designed to empower investors with real-time insights and analytics. It enables users to identify potential financial hazards, assess risk factors, and make informed decisions, enhancing overall investment strategies while navigating volatile markets effectively.
FGI
A global leader in commercial finance, FGI empowers companies with tailored lending and risk mitigation solutions. With a strong presence across six continents, it helps businesses navigate international trade complexities, enabling safe market expansion. Through FGI Finance and FGI Risk, clients receive expert guidance and tools to fuel growth and overcome financial hurdles.
ProcessPaaS
ProcessPaaS™ offers a robust controls automation solution that seamlessly integrates both Cloud and On-Premise applications. It streamlines key business functions—such as accounts payable, procurement, and general ledger—ensuring efficiency and enhancing visibility. By automating processes and consolidating unstructured data, organizations can achieve standardized financial transactions and align digital strategies with business objectives.
Ethos
A sophisticated Model Risk Management platform, Ethos enhances every phase of the MRM lifecycle for financial institutions. It integrates real-time dashboards and automated workflows to simplify processes like model validation, documentation, and reporting, ensuring compliance with stringent regulatory standards. Ethos promotes collaboration, effective governance, and operational efficiency, empowering teams to manage both traditional and AI-driven models successfully.
Juris Analyst
Juris Analyst empowers businesses with a robust financial evaluation system that simulates and forecasts clients’ financial health and repayment capabilities. By integrating seamlessly with banking and third-party systems, it provides insightful analytics and scorecards. The platform enhances data accuracy and processing efficiency, enabling precise financial assessments and informed decision-making.
PD-Trak
A versatile project and portfolio management system, PD-Trak excels in guiding product development through a structured stage/phase-gate process. It seamlessly integrates the ease of web applications with familiar MS Office tools, offering tailored solutions for organizations of all sizes. Flexible configurations and a robust support team enhance its effectiveness in optimizing projects and resources.
iRely CTRM
iRely's Commodity Trading Risk Management (CTRM) software revolutionizes commodity trading by automating and optimizing processes across physical and financial trades. With real-time data, seamless ERP integration, and the ability to manage multiple commodities globally, businesses gain enhanced visibility, collaboration, and profitability while navigating evolving market and regulatory landscapes.
Payscore
Accelerating leasing and lending decisions, this innovative solution evaluates applicants swiftly and accurately. By providing verified income information in under 60 seconds, it ensures fair decision-making while complying with housing regulations. With support for over 10,000 government IDs across 200 countries, businesses gain clarity and confidence in their applicant assessments.
IRA Bank Monitor
IRA Bank Monitor offers insightful analysis and commentary on global financial risks, drawing from the author's extensive experience as a financial analyst and commentator. The platform provides thought-provoking articles on economic stability, regulatory issues, and personal finance, while also exploring the intersection of politics and lifestyle.
ACH Risk Manager
ACH Risk Manager equips financial institutions with advanced tools for effective monitoring and management of ACH activities. By centralizing ACH data, it enables intuitive reporting and real-time file validation. Key features include compliance automation, AI-driven risk modeling, and rapid implementation, ensuring a seamless transition with minimal IT effort.
The Novus Platform
The Novus Platform empowers users with tailored analysis and portfolio intelligence, enhancing decision-making through performance, risk, and attribution insights. Its customizable reporting tools streamline workflows, while integration with data providers ensures accuracy and reliability. The platform’s intuitive design and exceptional support team facilitate rapid insights and effective portfolio management.
GOST
AI-driven tools enable organizations to proactively identify threats, enhance marketing compliance, and conduct adverse media screening for AML/KYC. By automating electronic communications surveillance, they can monitor various platforms efficiently, reduce false positives, and discover more potential risks, all while accelerating review times and ensuring adherence to regulatory standards.
Kamakura Risk Manager
Kamakura Risk Manager (KRM) offers a robust, fully integrated platform for managing various aspects of risk, including credit, market, and operational risks. It seamlessly combines asset and liability management with compliance tools for Basel II, enabling effective capital allocation and performance measurement—all through a unified analytical framework and user interface for enhanced decision-making.
Company Information
- Company: Totum
- Country: United States
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.
