TIFIN Grow Logo White

Helping wealth managers grow their businesses through investment personalization at scale.

TIFIN Grow Platform
TIFIN Grow Platform
TIFIN GROW logos grouped

The TIFIN Grow investment personalization platform was designed to help advisors understand their prospect’s fears, needs, and wants through risk, planning and personality assessments. Advisors may then act on assessment findings to create personalized and intelligent investment proposals.

A Powerful Tool for Building Trust

All individuals are unique. Yet for far too long, financial assets are managed with a “cookie-cutter” approach, creating an increasing dissonance with how we are used to being served in areas across music, movies, online shopping, and more.

Start building trust and deepening existing relationships by unlocking the individual attributes of each person’s financial life with TIFIN Grow’s platform.

Why did you originally select your financial advisor?
Why did you orginally select your advisor
Grow Quotes
Grow Page Quotes

Build a Complete View of Client and Prospect Investing Needs.

Our easy-to-use platform is powered by the latest in AI technology to deliver:
Risk icon

Risk, Planning and Personality based assessment to uncover an individual’s fears, needs, and wants

People Icon
Prospect Prioritization capabilities through lookalike matching to a wealth manager’s top clients
Profile Icon

Fast, simple investment proposals to help advisors convert

Modular APIs
Modular APIs that can integrate specific capabilities into existing wealth enterprise platforms

Fears

Vertical Line
TIFIN Risk logo

Fact-Based Risk Tolerance

Arrow Down

Needs

Vertical Line
TIFIN Plan Logo

AI-Powered Micro-Planning

Arrow Down

Wants

Vertical Line
TIFIN Personality Logo

Financial Motivation Assessment

Arrow Down

TIFIN Grow Personalized Investment Management

A Prospecting Superpower?

It’s not enough to just “Know Your Client.” TIFIN Grow helps advisors Know and Convert your Prospect through our proprietary approach to investment personalization.

TIFIN Grow Prioritize:
Save Valuable Time by Using Prioritize to Help You Convert Prospects More Effectively with Hyper-Personalized Investment Proposals

Scenario 1 Icon

Scenario 1

Prospect is known/
meeting set-up

Scenario 2 Icon

Scenario 2

Prospect is unknown to the advisor from a event or purchased list

Prioritize Icon

The Prioritize capability within TIFIN Grow can match prospects from a list that look like self-identified best households for that advisor

The advisor uses a combination Icon

The advisor uses a combination of the Risk/Plan/Personality assessments to understand the fears, needs, wants of each prospect

A hyper-personalized Icon

A hyper-personalized investment proposal is generated with a core + satellite approach

TIFIN Clout
Clout Marketing Icon

Learnings on the individuals personal traits can be fed into an ongoing engagement strategy

Engagement icon

Clout provides real-time insights to optimize campaigns and increase engagement

Scenario 1 Icon

Scenario 1

Prospect is known/meeting set-up

Scenario 2 Icon

Scenario 2

Prospect is unknown to the advisor from a event or purchased list

The Prioritize Capability graphic

The Prioritize capability within TIFIN Grow can match prospects from a list that look like self-identified best households for that advisor

TIFIN Grow Soultions Icon

The advisor uses a combination of the Risk/Plan/Personality assessments to understand the fears, needs, wants of each prospect

Vertical Line
Investment Proposal Icon
A hyper-personalized investment proposal is generated with a core + satellite approach
Vertical Line
TIFIN Clout
Clout Marketing Icon

Learnings on the individuals personal traits can be fed into an ongoing engagement strategy

Vertical Line
Engagement icon

Clout provides real-time insights to optimize campaigns and increase engagement

Get Started with Investment Personalization

Learn how TIFIN Grow fits into your existing systems and workflows.

Grow Integrations

Related Posts

Umbrellas
One-pager

TIFIN Grow for Financial Advisors

TIFIN Grow helps financial advisors create hyper-personalized, intelligent investment proposals for their prospects by matching portfolios to an individual’s risk, planning, and financial personality insights.

Read More »