Investment Proposals. Made Easy.
TIFIN Wealth is a multi-dimensional platform that delivers personalized investment proposals to financial advisors and wealth enterprises.
Advisors use TIFIN Wealth to engage with investors through risk alignment and retirement planning questionnaires.
Within minutes, generate personalized and unified proposals that take into account a client's willingness and ability to take and the likelihood of reaching their retirement goals.
All for just $150/mo. per advisor.
Our mission is to bring more people into the world of financial advice. This begins by equipping advisors with tailored insights and proposals to drive stronger client connections and build better wealth outcomes.