TIFIN Personality helps advisors gain a full picture of their clients and prospects, uncovering each person’s unique Financial Personality. Our easy-to-use platform then allows you to act on what you learn through customized proposals and portfolios.
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TIFIN WealthTech LLC operates under multiple RIA firms and a Broker Dealer. Please see the individual solution pages for relevant disclosures. TIFIN Content is not a registered investment adviser and does not offer investment advisory services.