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.
All for just $150 per month per advisor.