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TIFIN Invest Logo

Investment Intelligence at Your Fingertips

TIFIN Invest is transforming how thousands of advisors navigate an investment marketplace with tens of thousands of stocks, mutual funds, ETFs, model portfolios and even SMAs.

Go from prospect to proposal in minutes

Win more clients with personalized investment proposals that illustrate the potential impact of your recommendations.

Example of TIFIN Invest platform
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Discover

Identify investments and provide tailored recommendations based on each client’s preferences.

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Enhance

Craft hyper-personalized investment recommendations that showcase valuable enhancements across themes, risk, fees, returns, and more in minutes.

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Select

Leverage selector to find and compare investments that can enhance your models and client accounts.

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Manage

TIFIN Invest provides integrations with leading custodians, such as Schwab and TD Ameritrade, so you can manage your book of business in less time and with fewer resources.

Stock search engine - TIFIN Invest

The search engine of choice for financial advisors

Like your favorite search engine, except all the results are investments so you can quickly find and compare investments across more than 100 different metrics.

Become an AI-powered financial advisor

Optimize Portfolios

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Find potential enhancements across risk, returns, fees—and even themes like ESG—for your investment sleeves, models, and client portfolios.

Personalize

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Create scoring models to compare ETFs, mutual funds, model portfolios, and SMAs customized to your investment philosophy.

Save Time

Search your entire book in seconds to uncover accounts that have cash to invest, a specific exposure or need rebalancing.

Ready to see how TIFIN Invest can help you win more clients, deepen relationships, and grow AUM?