TIFIN Risk is now integrated with Wealthbox CRM

TIFIN Risk chart illustration, decorative

TIFIN Risk’s fact-based risk profiling platform is now even easier to use for advisors who work with Wealthbox CRM. We are excited to announce our joint users can now import their Wealthbox contacts into TIFIN Risk to quickly send them questionnaires and better maintain the risk scores in their investment portfolios. Schedule a demo to learn more.

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