Hyper-Personalized and Intelligent Investment Proposals
TIFIN Grow helps financial advisors design and execute intelligent, hyper-personalized investment proposals for their prospects. TIFIN Grow understands an individual’s fears, needs, and wants through risk, planning and personality assessments. The platform then empowers advisors through next best action intel, prospect prioritization, and automated investment management.
- Address client fears, needs, and wants
- Actionable through proposals, portfolios and investments
- Easy-to-use, AI-driven platform Turnkey solution to gaining a full picture of clients within one platform
- Around-the-clock client success team