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
![](https://tifinwealth.com/wp-content/uploads/ria-platform-chart.png)
Strategic Partners Include
![HLLogo5A_Black](https://tifinwealth.com/wp-content/uploads/HLLogo5A_Black-e1705617192350.png)
![Morningstar logo](https://tifinwealth.com/wp-content/uploads/logo-morningstar.png)
![J.P. Morgan logo](https://tifinwealth.com/wp-content/uploads/logo-jpmorgan.png)
![Broadridge logo](https://tifinwealth.com/wp-content/uploads/logo-broadridge.png)
![Franklin Templeton logo](https://tifinwealth.com/wp-content/uploads/logo-templeton.png)
![Motive Partners logo](https://tifinwealth.com/wp-content/uploads/logo-motive-partners.png)
Select Integrations
![Fidelity Investments logo](https://tifinwealth.com/wp-content/uploads/logo-fidelity-1.png)
![Wealthbox logo](https://tifinwealth.com/wp-content/uploads/logo-wealthbox-1.png)
![Redtail logo](https://tifinwealth.com/wp-content/uploads/logo-redtail-1.png)
![Orion logo](https://tifinwealth.com/wp-content/uploads/logo-orion.png)
![Charles Schwab logo](https://tifinwealth.com/wp-content/uploads/logo-charles-schwab.png)