Smarter Data for Intuitive Proposals
TIFIN Wealth combines data inputs generated from risk alignment, financial planning and financial personality assessments to empower actionable, customized investment recommendations.
Hyper-personalized client insights at the click of a button.
TIFIN Wealth creates organic growth opportunities for financial advisors through actionable data that makes true client personalization possible.
Platform Capabilities
- Intelligent, fact-based risk alignment
- AI-powered, conversational financial planning
- Scientific financial personality assessments to uncover hidden thematic interest
- Robust investment research tools
- Fast & easy client proposal generation
- Sub-advised trading (optional)
Strategic Partners Include
Select Integrations
