Product Description
About this Product
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
About TIFIN Wealth
TIFIN Wealth is an AI-powered fintech that leverages data science, investment intelligence, and technology to transform client personalization and intelligence for wealth intermediaries. We work with financial advisors, wealth enterprises, workplaces, and consumer fintechs to enhance their value proposition. Using TIFIN Wealth you can identify which of your clients and prospects most need your attention, engage them with personalized insights, create proposals and portfolios to reflect each clients needs and wants and create personalized Donor Advised Funds for their family’s charitable giving.
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.