How TIFIN Risk's Platform Helps Clients

Totum Client Explainer Video

Did you know many investors get stuck in investment portfolios that don’t align with the facts in their current life situation? That’s because a lot of portfolio matching is based on a subjective risk tolerance questionnaire that could vary wildly depending on what’s going on in the market, or how you feel that day. This is why your financial advisor has chosen to partner with TIFIN Risk. 

TIFIN Risk takes a fact-based approach to your risk profiling. Instead of just a single risk tolerance score, TIFIN Risk looks at three scores at once: 

RISK CAPACITY – Your ability to take risk based on the facts of your current life situation 

RISK PREFERENCE – How much risk you are willing to take based on your personalized preferences and prior experiences with investing 

PORTFOLIO RISK – A calculation of the assets of your portfolio and how much risk exposure you have to potentially change

Watch to learn more.

Learn how TIFIN Wealth can help by scheduling a
guided tour of our platform for organic growth.

Related Posts

Screen – Risk Profile Convert Prospects

How Today’s Portfolio Risk Assessment Tools Rely On AI and Big Data To Better Serve Their Clients

TIFIN Risk chart illustration, decorative

TIFIN Risk is now integrated with Wealthbox CRM


Countering Client Anxiety With Risk Scores Rooted in Reality

Subscribe to our blog

for regular updates

This field is for validation purposes and should be left unchanged.