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.
Are you missing out on what could be your largest group of prospective clients? As you seek to grow your practice, sometimes the answer to
Whether a you can retire when you want to is top of mind for pretty much anybody in the workforce today. If you’re like