Your Enterprise Partner for Personalization-Led Growth

TIFIN Wealth is a cutting-edge platform designed to drive personalization-led growth, bringing together market-proven wealth capabilities spanning risk, planning, public and private investing, content marketing and charitable giving integrated with real-time intelligence.

35% of Amazon’s revenue 
is driven by their personalized recommendation engine.
35% of Amazon’s revenue 
is driven by their personalized recommendation engine.

AI–Powered Personalization

Meet the platform that provides the type of AI-powered personalization typically only seen in major consumer / eCommerce platforms that use data, product and technology to unlock growth.

Every unique personalized experience in the context of the end-to-end client engagement journey builds trust first, growth next.

So how does the TIFIN Wealth platform optimize your clients’ personalized journey for growth?

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Holistic Real-Time Personas of One

A series of assessments – or personalization drivers – allow us to explore each client’s individuality around their finances by analyzing their needs, values and fears along with their engagement behaviors. We round out these personas with data from their holdings, demographics, your CRM, and third-party data partnerships.

Most importantly, by using behavioral data, the persona is no longer a snapshot of a moment in time, but becomes dynamic, with real-time updates that reflect how your client evolves.

Real-Time Business Intelligence

Our advanced data science capabilities identify growth opportunities by uncovering your next best prospects and mining existing books for new share of wallet with existing clients.

Wealth management firms may access these capabilities through a modular platform built with modern user experience and design. Our closed-loop system provides enhanced insight over time from across the TIFIN ecosystem.

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Actionable Answers and Recommendations

Generate proposals with the ability to layer assessment data as you enhance portfolios. The always-on AI extracts signals of interest for the persona and provides hyper-personalized investment recommendations across themes, risk, fees, and returns for public and private investments, charitable planning, and content. 

As your clients’ needs change, we enhance services and portfolios provided by the advisor and your firm.

The result?

You not only build trust but earn a greater share of wallet.

Advance Your Digital Maturation With TIFIN Wealth

We meet firms where they are in their digital maturation journey to create an outsized impact across client growth and retention while also meaningfully impacting advisor productivity and satisfaction.

Are you facing any of the challenges below?

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TIFIN Wealth offers AI-driven personalization modules from assessments to recommendations. Our assessments span risk, microplanning, and financial personality that drive personalized recommendations across investments and content.

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Firms that have spent years investing in digitization and client experience can now partner with TIFIN Wealth to unlock value across fragmented data sources. Our advanced data science capabilities aggregate disparate data to generate actionable business intelligence.

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Deploy a variety of comprehensive, modular, and integrated capabilities that can be used to power personalization by leveraging the best in AI and data science technology.

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high net worth client icon

Our digital donor-advised fund platform is the first-of-its-kind that enables firms to rapidly stand up a white-labeled charitable giving platform that puts the advisor at the center of the client and their family’s philanthropic investments.

Additional Benefits to Enterprise Firms Include:

  • Attract and retain advisors by giving them an edge in serving clients
  • Differentiated, best-in-class technology
  • Utilize a platform that seeks to drive new flows to your home office model
  • Compliance and oversight through audit and archive functionality
  • Improve new client conversion rates and expedite the onboarding process
asset managers

Explore Benefits for Specific Roles

Simplify your firm’s investment management workflows. Provide personalized public and private investment recommendations and identify opportunities for AUM growth.

Upgrade your advisor tech stack with the power of personalization-led growth and real-time business intelligence. Recruit top talent and grow firm AUM.

Access best-in-class, modular solutions that seamlessly integrate – leading to a comprehensive and flexible tech stack customized to your firm’s unique needs.

Know your firm’s customers and prospects while deploying compliance oversight through audit and archive functionalities.

Recruit advisors and grow your client base through engaging, easy-to-use solutions. Identify which clients are positioned for upsell opportunities and find new ways to entice prospects.

Engage next-gen clients with modern AI-powered technology and tools that build trust with prospects and deepen relationships with existing clients.

Select Integrations

TD Ameritrade

We Partner With Leading Firms

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Commonwealth logo
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Franklin Templeton

Strategic Partners Include

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Franklin Templeton

Talk to a Member of our Team