TIFIN Plan offers the critical financial planning and investment tools that advisors need to serve clients that may not be ready for a more complex financial plan without sacrificing the quality of their services.

Book a demo to learn more about our:

  • Variety of microplanning modules that allow you to address specific client pain points 
  • Getting to answers faster with conversational AI technology
  • User-friendly interface and dedicated support team

 

email
linkedin
twitter
facebook