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Thank you for booking time with TIFIN Plan.

TIFIN Plan helps advisors to quickly engage clients in collaborative and engaging conversations using best-in-class conversational AI technology. Plan empowers advisors to access information across a variety of critical lifecycle events, and then act on that information through an easy-to-use platform. Plan is designed to make investments work with each plan – and adjusts both based on needs and suitability.

We look forward to connecting.