News | TIFIN Wealth

TIFIN Wealth Partners with Leading Wealth Enterprises, such as Commonwealth and Sanctuary Wealth Through its AI-powered Platform for Personalized Engagement

Commonwealth and Sanctuary Wealth are among firms that have signed on to use Clout by TIFIN to help drive growth for their advisors

TIFIN Wealth Launches TIFIN Grow with Over 500 Financial Advisors Using AI and Investment Intelligence Driven Personalization

TIFIN Grow combines TIFIN’s Risk, Planning, Financial Personality and other related capabilities to drive personalization at scale. Adds to TIFIN Wealth’s capabilities of personalized communications and marketing, allocation to alternatives, and personalized giving through Donor Advised Funds (DAFs).

TIFIN Risk is now an approved affinity partner for Infinex Financial Group

Today, we are excited to announce our latest partnership with Infinex Financial Group. TIFIN Risk is now an approved affinity partner, and we are able to offer our fact-based risk profiling platform to Infinex financial professionals at a discount. Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Schedule a […]

TIFIN Wealth is now integrated with Wealthbox CRM

TIFIN Wealth’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 Wealth to quickly send them questionnaires and better maintain the risk scores in their investment portfolios. Schedule a demo to learn […]

Take the Full Measure of Your Client’s Investment Risk – Featured on AdvisorHub

Financial advisors often don’t gain a complete picture of client risk. By using a fact-based approach to look at risk capacity, advisors can address that problem. As a financial advisor, assessing your clients’ tolerance to take on portfolio risk is a critical step in creating a suitable asset allocation and financial plan for them. Traditionally, […]

TIFIN Wealth Risk Alignment is now an approved vendor of Advisor Group

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 […]

TIFIN Group Buys Totum Risk, Financial Planning Tech To Launch New Platforms

Boulder, Colo.-based The TIFIN GROUP, a fintech holding company, announced today that it has added two new technology providers to its portfolio, including the risk profiling firm Totum Risk. The acquisitions also include a personal financial planning offering, myFinancialAnswers. Additional details of the acquisition were not announced. “TIFIN’s operating companies are building innovative fintech products […]

Selecting the Right Client Portal for Financial Advisors

In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive edge in service, advice, and customer experience. Advisors can often put together more appropriate portfolios based on their knowledge of the market and their […]