TIFIN Wealth is an AI-powered proposal generation platform designed to help financial advisors create personalized investment recommendations and engage clients more effectively. It combines information from client assessments to build a broader picture of each person’s goals, values, concerns, and willingness and capacity to take investment risk. Advisors can use these insights to generate proposals in minutes, matching portfolio recommendations to a client’s individual risk range and financial objectives.

The platform includes a short, 16-question client questionnaire, quantitative risk scoring, and retirement-focused micro-planning for goal-based proposals. Its conversational AI assessment supports gathering information about clients’ goals, while proposal tools help advisors explain how an existing portfolio may fall outside a client’s risk band. TIFIN Wealth also offers archival capabilities and FINRA-reviewed proposals intended to support Regulation Best Interest.

The service is built for financial advisors, registered investment advisors, broker-dealers, and wealth enterprises. It integrates with CRM, custodial, and portfolio management platforms, including Fidelity, Schwab, CircleBlack, Orion, and Black Diamond, helping firms streamline proposal workflows and personalize investment strategies.