Selecting the Right Client Portal for Financial Advisors
In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive edge in service, advice, and customer experience. Advisors can often put together more appropriate portfolios based on their knowledge of the market and their […]
Magnifi Featured On CNBC Squawk Box
How search engine Magnifi is helping investors shop for investments
Vinay Nair, Magnifi founder, and former Wharton professor, joins ‘Squawk Box’ to discuss how search engine Magnifi helps investors search for investment vehicles and some of the search trends he’s seen.
Orion Adds TIFIN Risk, LifeYield To Portfolio Management Software
Orion Adds TIFIN Risk, LifeYield To Portfolio Management Software
AdvisorPeak and TIFIN Risk Announce New Data Integration & Partnership
TIFIN Risk expands its partner ecosystem with innovative rebalancing platform
Accelerating Innovation in Risk Measurement Tools For Financial Advisors
Risk is not an absolute. It is ever changing with many shifting variables. That is why risk is so hard to succinctly and accurately verbalize with most investors not knowing how to express their very personal feelings about risk or even wanting to discuss their changing perceptions of it. Rapid advancements in technology and data analytics […]
TIFIN Risk Selected as Finalist for WealthManagement.com Industry Awards
otum Risk Selected as Finalist for 2019 WealthManagement.com Industry Awards in the Technology Providers: Risk Tolerance/Client Profiling category.
ETF Industry Vet Sharon French Joins Fintech Platform, TIFIN – ETF Trends #2
In a move that underscores the increasing importance of distribution in the ETF industry, financial industry veteran Sharon French recently joined emerging ETF and mutual fund platform TIFIN.