Integrations /Financial Planning

Get started with Wealthbox + TIFIN Wealth

Modern CRM integrated with AI-powered personalization and proposal solutions.


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.

“By partnering with a leading CRM like Wealthbox, we are streamlining the way our mutual users can send clients TIFIN Wealth’s user-friendly questionnaires to personalize investment proposals.”

AJ Boury

Chief Operating Officer, TIFIN Wealth

Get started with Wealthbox + TIFIN Wealth

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