Easy Investment Proposal Generation
TIFIN Wealth empowers financial advisors with a cutting-edge platform for personalized investment proposal generation using advanced risk alignment as its foundation.
Advisors with less than $100M in AUM and clients of SEI will receive complimentary access to TIFIN Wealth's PropGen solution.
Above that threshold? Receive a 20% discount of your monthly price.
TIFIN Wealth’s mission is to make intelligent advice accessible to more individuals. This starts with equipping financial advisors with tailored insights and proposals to drive stronger client connections and build better wealth outcomes.
TIFIN Wealth’s mission is to make intelligent advice accessible to more individuals. This starts with equipping financial advisors with tailored insights and proposals to drive stronger client connections and build better wealth outcomes.
Get started with TIFIN Wealth
*TIFIN Wealth is available free of charge as a user benefit to SEI clients. Advisors must be a current clients of SEI, have less than $100M assets under management, 18 or older and a U.S. resident to receive this offer. This offer cannot be combined with other offers. In the event that TIFIN Wealth determines in its sole discretion that there may have been fraudulent activity or a violation of its terms and conditions, TIFIN Wealth reserves the right to rescind the offer or cancel your account. By signing up, the advisor agrees to TIFIN's Terms & Conditions.
