TIFIN Wealth Partners with Leading Wealth Enterprises, such as Commonwealth and Sanctuary Wealth Through its AI-powered Platform for Personalized Engagement
Commonwealth and Sanctuary Wealth are among firms that have signed on to use Clout by TIFIN to help drive growth for their advisors
TIFIN Wealth Launches TIFIN Grow with Over 500 Financial Advisors Using AI and Investment Intelligence Driven Personalization
TIFIN Grow combines TIFIN’s Risk, Planning, Financial Personality and other related capabilities to drive personalization at scale. Adds to TIFIN Wealth’s capabilities of personalized communications and marketing, allocation to alternatives, and personalized giving through Donor Advised Funds (DAFs).
[ Video – Nasdaq Tradetalks] TIFIN’s Vision of the Future with Founder & CEO Vinay Nair
Jill Malandrino of Nasdaq Tradetalk discusses future of finance and wealthtech with TIFIN Founder and CEO Vinay Nair who highlights the benefits of personalization to help the end investor.
[Video – Fox Business] The future of fintech with TIFIN Founder & CEO Vinay Nair
Jackie DeAngelis of Fox Business discusses The future of fintech with TIFIN Founder & CEO Vinay Nair who speaks about the importance of personalization to help investors and advisors.
TIFIN Risk is now an approved affinity partner for Infinex Financial Group
Today, we are excited to announce our latest partnership with Infinex Financial Group. TIFIN Risk is now an approved affinity partner, and we are able to offer our fact-based risk profiling platform to Infinex financial professionals at a discount. Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Schedule a […]
Podcast: The Future of Technology is Now with Jack Swift
Wealthmanagement.com’s Wealthies Circle podcast episode with Senior Technology Editor Davis Janowski featuring Jack Swift, senior partner and president of The TIFIN Group.
Traders Magazine: Personalization and Data are Critical for Wealth Management
Q&A in Traders Magazine with TIFIN CEO & Founder, Vinay Nair and Hamilton Lane’s Erik Hirsch, Vice Chairman and Head of Strategic Initiatives
TIFIN Wealth is now integrated with Wealthbox CRM
TIFIN Wealth’s fact-based risk profiling platform is now even easier to use for advisors who work with Wealthbox CRM. We are excited to announce our joint users can now import their Wealthbox contacts into TIFIN Wealth to quickly send them questionnaires and better maintain the risk scores in their investment portfolios. Schedule a demo to learn […]
WSJ Pro: Hamilton Lane Backs Fintech Company TIFIN
See the Wall Street Journal exclusive on our Series C funding and partnership with Hamilton Lane.
Take the Full Measure of Your Client’s Investment Risk – Featured on AdvisorHub
Financial advisors often don’t gain a complete picture of client risk. By using a fact-based approach to look at risk capacity, advisors can address that problem. As a financial advisor, assessing your clients’ tolerance to take on portfolio risk is a critical step in creating a suitable asset allocation and financial plan for them. Traditionally, […]