Investment Proposals. Made Easy.
TIFIN Wealth brings more people into the world of financial advice.
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.
SEI Discount: advisors with less than $100M in AUM will receive complimentary access to TIFIN Wealth's PropGen solution.
Above $100M in Assets? Receive a 20% monthly pricing discount.
Experience it yourself. Schedule a demo today.
*TIFIN Wealth is available free of charge as a user benefit to current SEI clients who have less than $100M assets under management, are 18 years or older, and are a U.S. resident. This offer cannot be combined with other offers. In the event 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.