michael.pendergrass
Acronym
TIFIN Wealth
Product ID
TIFIN-Wealth
Images
Details

Helping financial advisors create hyper-personalized investment proposals.

Features

Helping financial advisors create hyper-personalized investment proposals:

  • A platform to help advisors understand their prospects' fears, needs, and wants
  • Modules in risk, planning and personality
  • Design investment proposals and automate investment management
     
Vendors
TIFIN Wealth
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Portfolio Management
Client Profiling FP
Financial Planning
Integrated Platform
Practice Management
Risk Analysis
Trading & Rebalancing
UHNW Technology
Solution
Daily Data Files
Ad Hoc Tags
scroll50-dblclk
reii-genst
DoubleClick Tags
reii
genlp

Read more about Schwab's privacy policy.

Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").

Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2026 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.