Get started with Wealthbox + TIFIN Personality

TIFIN Personality is an AI-driven personalization platform designed to help financial advisors drive growth, differentiate their practice, deepen relationships, and engage with new clients. TIFIN’s integration with Wealthbox brings Wealthbox contacts into TIFIN Personality so advisors can invite their prospects to take TIFIN’s Financial Personality Assessment.

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  Import Wealthbox clients into TIFIN Personality with the click of a button.

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  Once imported, send surveys and gather rich personality information for your Wealthbox clients.