Investment Intelligence at Your Fingertips
TIFIN Invest is transforming how thousands of advisors navigate an investment marketplace with tens of thousands of stocks, mutual funds, ETFs, model portfolios and even SMAs.
Go from prospect to proposal in minutes
Win more clients with personalized investment proposals that illustrate the potential impact of your recommendations.
Identify investments and provide tailored recommendations based on each client’s preferences.
Craft hyper-personalized investment recommendations that showcase valuable enhancements across themes, risk, fees, returns, and more in minutes.
Leverage selector to find and compare investments that can enhance your models and client accounts.
TIFIN Invest provides integrations with leading custodians, such as Schwab and TD Ameritrade, so you can manage your book of business in less time and with fewer resources.
The search engine of choice for financial advisors
Like your favorite search engine, except all the results are investments so you can quickly find and compare investments across more than 100 different metrics.
Become an AI-powered financial advisor
Find potential enhancements across risk, returns, fees—and even themes like ESG—for your investment sleeves, models, and client portfolios.
Create scoring models to compare ETFs, mutual funds, model portfolios, and SMAs customized to your investment philosophy.
Search your entire book in seconds to uncover accounts that have cash to invest, a specific exposure or need rebalancing.
Ready to see how TIFIN Invest can help you win more clients, deepen relationships, and grow AUM?
Mutual Funds and Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.