Integrations /Financial Planning
Modern CRM integrated with AI-powered personalization and proposal solutions.
Overview
TIFIN Wealth creates organic growth opportunities for financial advisors through fast and easy investment proposals and advanced personalization solutions. The integration with Wealthbox imports contacts into TIFIN Wealth so advisors can invite their CRM contacts to take a variety of financial risk, planning and personality assessments used to develop personalized investment proposals that convert prospects into clients faster.
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!