Simple, Conversational Financial Planning

Conversational AI technology to help you to immediately show value with prospects, by answering financial planning questions in minutes without sacrificing the quality of your services.

TIFIN Plan chart illustration, decorative

What Will You Ask?

Addresses specific planning questions and provide intelligent answers, fast.

Consumers often have specific questions driven by their fears, dreams, and life circumstances. TIFIN Plan was built to help you quickly engage in collaborative conversations across a client’s lifecycle.

What Will You Ask example

Where Planning Meets Investments

TIFIN Plan is designed to capture a prospect’s information across a variety of critical lifecycle events, and then act on that information through suitable investment strategies.

“At What Age Can I Retire?”

Deciding at what age to retire can be a daunting question with significant implications. TIFIN Plan helps advisors guide this decision for a broad variety of clients.

couple stands in kitchen
father and son eat together

“When Do We Start Saving For College?”

Help clients determine how much they’ll need to save for their child’s education, whether they’re on track to save enough, and how much they’ll need to reach their goal.

Are you a financial advisor with a focus on retirement plans looking to grow your business?

We invite you to explore our scalable financial wellness solution with TIFIN Plan at Work. 

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