An Easy Way to Generate Investment Proposals
TIFIN Wealth empowers financial advisors with a cutting-edge platform for personalized investment proposal generation. Built on an objective risk profiling model, our intuitive solution enhances your understanding of clients’ and prospects’ willingness and ability to take on risk through a simple, yet powerful, risk assessment.
Deliver tailored insights and proposals that drive stronger connections and better wealth outcomes.
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. Within minutes, advisors can generate personalized proposals designed to maximize returns while remaining within the client’s unique risk band.
Platform Capabilities
- Intelligent, fact-based risk alignment
- Simple, financial goals using micro-plans
- Designed to enhance portfolio compliance
- Personalized proposal generation
Strategic Partners Include
Select Integrations
