Getting Started TIFIN Wealth
Step-by-step guide to begin personalizing investment proposals for clients and prospects
5 articles
Managing Clients & Prospects
Integrate your CRM, Custodian, or WealthTech platforms while effectively managing your book of business
4 articles
Risk Alignment
An intelligent, fact-based assessment that uses a multi-scored approach to Risk Alignment
10 articles
Retirement Goals
AI-powered, conversational micro-planning journeys to help you achieve your retirement goals
3 articles
Investment Models & Client Portfolios
Upload custom models, create blended models, select from fund sponsors, and build client portfolios
4 articles
Profile & Settings
Adjust your firm settings, logo, fees, integrations, and platform configuration settings
5 articles