TIFIN Wealth
Go from Prospect to Proposal in Minutes.
Finding organic growth opportunities is often a challenge for wealth management firms.
TIFIN Wealth empowers organic growth for financial advisors by providing access to fast and easy investment proposals and advanced personalization solutions that convert.
Clients or prospects complete short assessments spanning risk, financial planning and financial personality. Each assessment only takes a few minutes and can be delivered seamlessly via email, social media or even a link on your firm’s website.
Then, TIFIN Wealth leverages the latest AI technology to generate investment recommendations that are intelligent, actionable and – most importantly – truly tailored to the financial circumstances and aspirations of each client or prospect.
FPA Advantage
FPA now offers access to TIFIN Wealth as an official Member Benefit. Firms with under $100 million in AUM may access TIFIN Wealth free of charge. Firms with greater than $100 million in AUM are entitled to a 20% discount.
- Engage clients
- Convert prospects
- Grow assets under management
Benefits
Intelligent, fact-based risk alignment
- Traditional measures of risk are subjective and impersonal. Combine risk preference, risk capacity and portfolio risk to create a unique Risk Band for each client or prospect.
AI-powered, conversational financial planning
- Gain a more complete understanding of an individual’s financial goals and the progress they’ve made toward them.
Scientific financial personality assessments
- Uncover hidden interests, values and motivations so that you can better tailor your solutions to each client or prospect.
Fast & easy client proposal generation
- Leverage these data inputs to generate intelligent, actionable investment proposals that are truly one-to-one, not one-to-many.