Intelligent Trading and Rebalancing for Advisors
Spend more time doing what you do best – satisfying your clients – and less time managing portfolios and operation workflows. TIFIN Grow’s sub-advisory platform makes this possible by managing the trading and rebalancing of your client’s portfolio on your behalf for your clients. Use the built-in AI to design portfolios, place trade requests with just a few clicks, and simplify your approach to portfolio management even further. Contact your client success representative to get started. This is portfolio management made simple.
Experience a Next Generation Sub-Advised Portfolio Management Platform
Quickly Rebalance Your Accounts
TIFIN Grow’s AI-powered portfolio management tools facilitate efficient portfolio rebalancing so you can keep up with changes. With just a few clicks, you can quickly and easily place trade requests and generate portfolio recommendations that keep your clients on target to achieve their goals.
Investment personalization is crucial to win new prospects, satisfy clients and increase investment engagement. And with TIFIN Grow, personalization is part of every stage.