Wealthbox + TIFIN Wealth

Modern CRM integrated with personalized proposals.

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Overview

TIFIN Wealth enables financial advisors with fast and easy investment proposals and advanced personalization solutions. With the TIFIN and Wealthbox integration, advisors can effortlessly import contacts and invite them to complete financial risk and retirement planning assessments. These insights power investment proposals that strengthen client relationships, drive better wealth outcomes, and accelerate conversions—all while ensuring compliance with record-keeping and Reg BI requirements.

Connect your Wealthbox account to TIFIN Wealth and import clients with the click of a button.
Connect your Wealthbox account to TIFIN Wealth and import clients with the click of a button.
Once you import Wealthbox contacts, send surveys and gather client and prospect information.
Once you import Wealthbox contacts, send surveys and gather client and prospect information.
Explore what makes each client and prospect unique to create personalized investment proposals.
Explore what makes each client and prospect unique to create personalized investment proposals.

Resources

Recorded webinar

How Advisors Use TIFIN Wealth + Wealthbox to Drive Personalization-Led Growth

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AJ Boury, Chief Operating Officer, TIFIN Wealth
“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

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