Look for Growth in All the Right Places
Who among my clients or prospects should I focus on?
How should I engage them?
Our platform helps wealth managers answer these critical questions.
Take the Guesswork Out of Prioritization
Start accessing growth with real-time intelligence.
Our customizable intelligence packages reveal hidden growth opportunities designed to enhance your productivity and provide personalized recommendations to meaningfully engage your prospects or clients.
Best suited for firms with 10 or more advisors.
Got Prospects? Prioritize them based on your ideal customer of today or tomorrow using our Prioritize Prospect package.
Want to know which lifestage conversation may be most relevant to your client? Use our Life Stage Analyzer package.
Looking to add new services or grow AUM? Use our Client Prioritization package to pinpoint which clients will welcome your outreach.
Act on What You Learn
Nurture your prospects and clients for deeper engagement and faster conversions by deploying TIFIN Wealth’s modular personalization solutions.
Visualize How Your Clients & Prospects Compare
Your prospects are ranked by priority score, surfacing your next best action to engage these households in your marketing and outreach efforts.