An Easy Way to Generate Personalized Investment Proposals
TIFIN Wealth is a personalized investment proposal generation platform that uses advanced risk alignment as its foundation and can enhance an advisor’s client view through simple goal-based planning and a financial personality assessment.
Go from prospect to individualized proposal to client faster with inputs spanning risk tolerance, financial planning and financial personality assessments to empower actionable, personalized investment recommendations.
Free for firms managing under $100M AUM. 20% discount for firms managing above.
AiK2 Insurance for Wealth Managers
AiK2 offers business insurance exclusively for wealth managers – making it simple and cost effective.
Alternative Income Solutions
AIS challenges conventional thinking, setting income as a key objective for individuals with wealth. We believe income should be a critical portfolio component throughout the investment lifecycle.
ChaliceMD
Exclusive access and pricing on group health insurance, payroll, HR, 401(k) and benefits.
CPA Site Solutions Website
First impressions are now made online. Get a website that stands out from competitors.