An Easy Way to Generate Investment Proposals
TIFIN Wealth is apersonalized investment proposalgeneration platform that uses advanced risk alignment as its foundation and can enhance an advisor’s client view through simple goal-based planning and a financial personality assessment.
Hyper-personalized client insights at the click of a button.
TIFIN Wealthaggregates data from multiple assessments to build a broad view into a prospect or client’s wants, fears, values, and appetite for risk. Then, advisors can generate personalized proposals.
Platform Capabilities
- Intelligent, fact-basedrisk alignment
- Simple, conversational financial planning
- Scientific financial personality assessments
- Personalized proposal generation
Strategic Partners Include
Select Integrations
