TIFIN Wealth for Asset Managers

Has your firm tapped into the next generation precision marketing for fund distribution? Stand out by promoting funds at the moment of investment personalization.

What characteristics do you place greater emphasis on when selecting an investment strategy for your client’s portfolio?

Asset Manager Graph

Asset managers face heavy competition within a crowded marketplace and are finding it more difficult to stand out. TIFIN Wealth helps asset managers through an innovative, AI-driven, partnership solution, using data to maximize impact.

Get Matched to Investors at the Moment of Personalization

As part of the TIFIN Wealth evaluation process, individuals complete a scientific financial personality assessment to gain detailed insight on each prospect/client’s dominant personality traits and intrinsic financial motivations.

Information gained is then used by advisors in thematic tilting during the investment proposal process to create customized investment proposals and portfolios.

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TIFIN Clout on iPad

Fuel Flows through Content Activation

Share your content through our AI-powered digital command center to recommend and distribute thought leadership directly to advisors and end-clients through a digital platform.

Model Marketplace Opportunities

Expand your firm’s impact through TIFIN Wealth’s investment marketplace. Asset Managers can sponsor full models which are seamlessly matched to client proposals based on the unique individual insights of that individual’s risk, planning, and financial personality needs.

Own a Thematic Share of Voice Across Retail and Advised Investors

Sponsored Fund Managers provide compensation to TIFIN Wealth, LLC or one its affiliates to be a sponsored fund which provides the fund greater visibility. A conflict of interest exists between Sponsored Fund Managers and TIFIN Wealth, LLC because of this compensation arrangement.