Easy Investment Proposal Generation
TIFIN Wealth is a personalized investment proposal generation platform that uses advanced risk alignment as its foundation and can enhance an advisor’s client view through simple goal-based planning and a financial personality assessment.
FPA Members with less than $100M in assets under management can now receive a complimentary subscription to TIFIN Wealth.
Above that threshold? Receive a 20% discount here.
TIFIN Wealth’s mission is to make intelligent advice accessible to more individuals. This starts with equipping independent financial planners with cutting-edge technology to better serve their clients.
TIFIN Wealth’s mission is to make intelligent advice accessible to more individuals. This starts with equipping independent financial planners with cutting-edge technology to better serve their clients.
*TIFIN Wealth is available free of charge as an FPA Member Benefit. Advisors must be current members of FPA, have less than $100M assets under managegment, 18 or older and a U.S. resident to receive this offer. This offer cannot be combined with other offers. In the event that TIFIN Wealth determines in its sole discretion that there may have been fraudulent activity or a violation of its terms and conditions, TIFIN Wealth reserves the right to rescind the offer or cancel your account.
