TIFIN Wealth
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TIFIN Wealth
Offered by TIFIN
Savings
Enable two TIFIN Wealth solutions and get the third one free.
Precision AI for Organic Growth
TIFIN Wealth is an AI-driven platform empowering personalization at scale across investments, financial planning, personality assessments, risk tolerance, client communication, private markets access, and charitable giving. TIFIN Wealth allows advisors to identify which clients and prospects most require your assistance and engage them with personalized solutions. The result: an increase in conversions, retention, and referrals, leading to overall business growth.
Benefits
Enable two TIFIN Wealth solutions and get the third one free!
- Access to modules in investments, financial planning, personality assessments, risk assessments, client communication, and turnkey growth marketing. Ability to prioritize prospects to match your top clients
- Act on what you learn directly in the easy-to-use platform
- Grow your business through increased conversions, greater retention, and more satisfied clients, leading to referrals
- Identify which of your clients and prospects most need your attention and engage them with personalized insights and investments using our AI-powered platform
- Create proposals and portfolios to reflect each client's fears, needs and wants
