Begin by watching an intro video, configure your profile & settings and integrate with your custodian
Add and manage your Clients & Prospects
The Active Models List is used to tailor recommendations & to generate personalized proposals
![](https://downloads.intercomcdn.com/i/o/439811/0313a1c76fd870a0528049ce/c2501422b34041e7dea17d026fbf66ec.png)
Intelligent, fact-based Risk alignment
![](https://downloads.intercomcdn.com/i/o/439842/5c72166e9a7725fcfc9bd11f/84bca7a1faa0abcd5127c43911fcced2.png)
AI-powered, conversational financial micro-planning
![](https://downloads.intercomcdn.com/i/o/439843/8145e800d045cd65d1e35648/dea531fb8acb8324e646a48389b289ea.png)
Scientific financial personality assessments to uncover hidden thematic interest
![](https://downloads.intercomcdn.com/i/o/439844/9c983694f06fccf0391492d5/a952a42520da0565b44324f55f826060.png)
Robust, Morningstar-powered investment research tools
GOE bridges the gap between the theory & practice of goals-based wealth management
Find answers to your most frequently asked questions here!
All training videos to help guide you through common actions & workflows on TIFIN Wealth.
Browse a collection of Office Hours recordings and watch at your own convenience.
Manage your subscription & payment information