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.

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