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 intuitive financial planning and risk management tools with advanced portfolio management and content marketing capabilities, all in an easy-to-use system at just $299 a month.
Go from prospect to proposal to customer faster with client personalization capabilities spanning risk tolerance, financial planning and financial personality assessments to empower actionable, personalized investment recommendations and content marketing that converts.