Newsroom
Read the latest news from 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
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
TIFIN Risk is now integrated with Wealthbox CRM
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
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
TIFIN Risk 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
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
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
Orion Adds TIFIN Risk, LifeYield To Portfolio Management Software
Orion Adds TIFIN Risk, LifeYield To Portfolio Management Software
AdvisorPeak and TIFIN Risk Announce New Data Integration & Partnership
TIFIN Risk expands its partner ecosystem with innovative rebalancing platform
TIFIN Risk announces integration with Schwab Advisor Center®
Advisors who custody with Schwab Advisor Services™ will have access to Schwab Advisor Center from Totum Risk’s multi-scoring investment risk toolset, including Model Portfolios, Risk Score Trends, Compliance, Proposal Generator and more.
