TIFIN Wealth
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TIFIN Wealth
Offered by TIFIN
Savings
Free for firms managing under $100M AUM. 20% discount for firms managing above.
An Easy Way to Generate Personalized Investment Proposals
TIFIN Wealth is a personalized investment proposal generation platform that uses advanced risk alignment as its foundation and can enhance an advisor’s client view through simple goal-based planning and a financial personality assessment.
Go from prospect to individualized proposal to client faster with inputs spanning risk tolerance, financial planning and financial personality assessments to empower actionable, personalized investment recommendations.
Benefits
Platform Capabilities
- Intelligent, fact-based risk alignment
- Simple, conversational financial planning
- Scientific financial personality assessments
- Personalized proposal generation
Integration Partners
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