# TIFIN

- **Website:** <https://tifinwealth.com>
- **Primary alias:** `tifinwealth.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_
- 💰 Investing _(under Finance)_

## Links

- [instagram](https://instagram.com/tifinfintech)
- [twitter](https://twitter.com/tifinfintech)
- [facebook](https://facebook.com/TIFIN-Wealth-104680642111975)
- [youtube](https://youtube.com/channel/UCM6kBZYSeNFvssixh5Yal1A)
- [linkedin](https://linkedin.com/company/tifin)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idynYL3Pob/w/1/h/1/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1769148699380)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idynYL3Pob/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790444879099)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Red Beech | #843900 | dark |
| Chenin | #e0cd72 | light |
| Deep Cerulean | #006bb2 | accent |

## Fonts

- var( --e-global-typography-primary-font-family ) — asset _(custom)_
- -apple-system — asset _(system)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idynYL3Pob/w/1500/h/500/idBIn_4wH0.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790444879273)

---

_Source: <https://brandfetch.com/tifinwealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._