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To Learn More About A Specific TIFIN Wealth Solution Please Schedule A Demo Below


Helping wealth managers grow their businesses through investment intelligence and personalization at scale.

TIFIN Risk logo

Intelligent, fact-based risk tolerance via three risk scores to protect your prospects.

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Conversational, AI-based micro-planning that answers your prospect’s most pressing financial questions.
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A scientific psychological assessment that identifies your prospect’s intrinsic financial motivations.
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AI + Human powered communications and growth marketing platform for advisors to engage their clients and prospects.
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A platform to introduce charitable giving into your business through personalized DAFs to engage the entire family and giving aligned investing.