Helping wealth managers grow their businesses through investment personalization at scale.
The TIFIN Grow investment personalization platform was designed to uncover investors fears, needs, and wants through risk, planning and personality assessments. Advisors may then act on assessment findings to create personalized and intelligent investment proposals and manage end-to-end investments within the platform.
Understand, Align, & Retain Net New Clients
Our risk, planning, and personality assessments are an easy way to understand the fears, needs, and wants of potential clients.
Manage client portfolios through sophisticated next best action prompts and investment automations that streamline your firm’s workflows, deliver personalized results, and better client outcomes.
Engage on a deeper level with prospects by building tailor-made investment proposals that connect back to their unique investment requirements.
Why Hyper-Personalization Should Be At Your Firm’s Forefront When your clients browse social media, they’re served personalized content. When they stream movies or music, they