Risk Tolerance

TIFIN Wealth is now integrated with Wealthbox CRM

TIFIN Wealth Risk Alignment

TIFIN Wealth’s fact-based risk profiling platform is now even easier to use for advisors who work with Wealthbox CRM. We are excited to announce our joint users can now import their Wealthbox contacts into TIFIN Wealth to quickly send them questionnaires and better maintain the risk scores in their investment portfolios. Schedule a demo to learn more.

Schedule a time to see our integration with Wealthbox CRM

SCHEDULE A DEMO

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

Book a Demo

Related Posts

totum icon compliance

SEC’s Request for Comment On Digital Engagement Practices (DEPs) Puts Fintech Practices Under a Microscope

Read More
A Conversation with Swan Asset Management: What Investors Should Know About Hedged Equity

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

Read More
Online risk tolerance questionnaire

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

Read More

Subscribe to our blog

for regular updates

This field is for validation purposes and should be left unchanged.
Contact Us
Linkedin X (formerly Twitter) Facebook-f