Get Started with Wealthbox + TIFIN Wealth

Overview

TIFIN Wealth creates organic growth opportunities for financial advisors through fast and easy investment proposals and advanced personalization solutions. The integration with Wealthbox imports contacts into TIFIN Wealth so advisors can invite their CRM contacts to take a variety of financial risk, planning and personality assessments used to develop personalized investment proposals that convert prospects into clients faster.

Connect your Wealthbox account to TIFIN Wealth and import clients with the click of a button.
Once you import Wealthbox contacts, send surveys and gather client and prospect information.
Explore what makes each client and prospect unique to create personalized investment proposals.

Webinar Recording

How Advisors Use TIFIN Wealth + Wealthbox to Drive Personalization-Led Growth

Watch Now →

“By partnering with a leading CRM like Wealthbox, we are streamlining the way our mutual users can send clients TIFIN Wealth’s user-friendly questionnaires to personalize investment proposals.”