How Advisors can streamline their practice with State Street ETF Model Portfolios and TIFIN Risk

A Conversation with Swan Asset Management: What Investors Should Know About Hedged Equity
Click on the video below to watch the playback of our conversation with State Street. State Street Model Strategist Karlan Patel, CFA joined TIFIN Risk’s Co-Founder and CRO Larry Shumbres to demonstrate how State Street ETF Model Portfolios can be utilized on TIFIN Risk to streamline an advisor’s investment practice.

Learn how TIFIN Wealth can help by scheduling a
guided tour of our platform for organic growth.

Related Posts

Totum Client Explainer Video

How TIFIN Risk's Platform Helps Clients

TIFIN Risk chart illustration, decorative

Take the Full Measure of Your Client’s Investment Risk - Featured on AdvisorHub

Online risk tolerance questionnaire

Why Today’s Modern Advisor Needs Their Online Risk Tolerance Questionnaire To Be Part of an Integrated Fintech Platform

Subscribe to our blog

for regular updates

This field is for validation purposes and should be left unchanged.