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.
What Will You Ask?
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.
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.
“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.
Related Posts
TIFIN Plan for Advisors One-Pager
Learn how precision financial planning from TIFIN Plan can help you gain new clients.
Client Conversations: How the SECURE Act May Impact Your Clients’ Estate Plans
After establishing an estate plan, it is essential to regularly review it in its entirety to ensure that your client’s will or trust still aligns
Client Conversations: 7 Planning Tips for Newlyweds
Wedding season has officially started, and experts predict that 2022 will be one of the busiest years the industry has ever seen. If estimates provided
