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Want to learn more about a specific TIFIN Wealth solution?
Helping wealth managers grow their businesses through investment intelligence and personalization at scale.
Intelligent, fact-based risk tolerance via three risk scores to protect your prospects.
Conversational, AI-based micro-planning that answers your prospect’s most pressing financial questions.
A scientific psychological assessment that identifies your prospect’s intrinsic financial motivations.
AI + Human powered communications and growth marketing platform for advisors to engage their clients and prospects.
A platform to introduce charitable giving into your business through personalized DAFs to engage the entire family and giving aligned investing.
A platform providing direct access to high-quality alternative investments at institutional pricing and reduced minimums.
Go from prospect to proposal in minutes. Lightning-fast, personalized investment
proposals powered by AI and investment intelligence.
