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

Strategic Partners Include

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