Investment Proposals. Made Easy.
TIFIN Wealth brings more people into the world of financial advice.
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 investment proposals that take into account a client's willingness and ability to take on risk and the likelihood of reaching their retirement goals.
Cost: $125 per month per advisor.
Experience it yourself. Schedule a demo today.
Take your next step towards growth and sign-up for TIFIN Wealth today!
Now that you've seen a demo of the product, use the link below to activate your license. With month-to-month licensing and no long-term contracts, TIFIN Wealth is an affordable and easy way to get started growing your practice in no time.
TIFIN Wealth | Investment Proposals
$125/month
Key Features & Benefits:
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A 16-question risk assessment to identify a client or prospect's risk band, aligning their willingness (risk preference) and ability (risk capacity) to take on risk
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Integrations with leading custodians, wealthtechs, and CRM platforms to connect client holdings and prospects
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Personalized investment proposals that use a portfolio optimizer to recommended one of your custom models that align to your investors risk band
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Combined into a FINRA reviewed investment policy statement generated from a simple, easy-to-use user interface