Knowledge Resource Center
Welcome to TIFIN Wealth!
Begin by watching an intro video, configure your profile & settings and integrate with your custodian
Clients & Prospects
Add and manage your Clients & Prospects
Models
The Active Models List is used to tailor recommendations & to generate personalized proposals
Risk
Intelligent, fact-based Risk alignment
Goals
AI-powered, conversational financial micro-planning
Personality
Scientific financial personality assessments to uncover hidden thematic interest
Investment Research
Robust, Morningstar-powered investment research tools
TIFIN Give
Franklin Templeton | Goals Optimization Engine (GOE)
GOE bridges the gap between the theory & practice of goals-based wealth management
FAQ's
Find answers to your most frequently asked questions here!
Training Videos
All training videos to help guide you through common actions & workflows on TIFIN Wealth.
Office Hours Recordings
Browse a collection of Office Hours recordings and watch at your own convenience.
My Subscription
Manage your subscription & payment information