Go from Prospect to Proposal in Minutes
TIFIN Wealth creates organic growth opportunities for financial advisors through fast and easy investment proposals and advanced personalization solutions.
Finally, an all-in-one investment personalization platform built for advisors.
When we say “all-in-one,” we mean it. The TIFIN Wealth platform combines inputs spanning risk alignment, financial planning and financial personality assessments to empower actionable, customized investment recommendations.
All this in an easy-to-use system for just $299 a month.
Platform Capabilities
- Intelligent, fact-based risk alignment
- AI-powered, conversational financial planning
- Scientific financial personality assessments to uncover hidden thematic interest
- Robust investment research tools
- Fast & easy client proposal generation
- Personalized client and prospect content marketing
- Sub-advised trading (optional)
- One low monthly price
Strategic Partners Include
Select Integrations
