An Easy Way to Generate 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.
Hyper-personalized client insights at the click of a button.
TIFIN Wealth aggregates data from multiple assessments to build a broad view into a prospect or client’s wants, fears, values, and appetite for risk. Then, advisors can generate personalized proposals.
Platform Capabilities
- Intelligent, fact-based risk alignment
- Simple, conversational financial planning
- Scientific financial personality assessments
- Personalized proposal generation
Strategic Partners Include
Select Integrations
