TIFIN Risk is now an approved vendor of Advisor Group

woman at laptop

We are excited to partner with Advisor Group as an approved risk profiling vendor to its network of firms including FSC Securities Corporation, Royal Alliance, SagePoint Financial, Securities America, Triad Advisors, and Woodbury Financial.

Advisors within Advisor Group can now access our unique, fact-based risk tolerance platform to better understand their clients.

Schedule a demo to learn more.

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

Related Posts

Totum Risk bar

Why Risk Preference and Risk Capacity Need to Be Scored Separately

City central business district in asia trade and financial investment in cryptocurrencies stock from digital platform data analysis graph showing copyspace background bangkok thailand

How the combination of TIFIN Risk + CircleBlack helps advisors drive fact-based financial wellness.

Risk Equation

If You’re Only Looking at Traditional Risk Tolerance, You’re Missing More Than Half of the Equation

Subscribe to our blog

for regular updates

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