TIFIN Wealth
HQ Address
2440 Junction Place, Suite 300, Boulder, CO 80301, United States
Website Address
Business introduction
An Easy Way to Generate Investment Proposals
TIFIN Wealth is a personalized investment proposal generation platform that uses advanced risk alignment as its foundation and can enhance an advisor’s client view through simple goal-based planning and a financial personality assessment
TIFIN Wealth aggregates data from multiple assessments to build a broad view into a prospect or client’s wants, fears, values, and appetite for risk. Then, advisors can generate personalized proposals.
TIFIN Wealth Solutions
TIFIN Wealth
TIFIN Wealth aggregates data from multiple assessments to build a broad view into a prospect or client’s wants, fears, values, and appetite for risk. Then, advisors can generate personalized proposals....
