TIFIN

What is TIFIN?

TIFIN is revolutionizing the financial landscape with AI-driven solutions that enhance investment experiences. Whether you're an asset manager, wealth advisor, or a self-directed investor, TIFIN has something tailored just for you.

What are the features of TIFIN?

• Magnifi

  AI for self-directed investors, helping you make informed decisions across all your accounts.
• Sage

  Designed for advisors, it saves you time so you can focus on what matters—your clients.
• @Work

  A tool for plan advisors that empowers sponsors and participants with next-level connectivity.
• AMP

  Utilizes data science to identify advisors who need your products the most.
• AG™

  Puts data science to work for advisor growth, surfacing potential opportunities.

What are the use cases of TIFIN?

• Self-Directed Investing

  Magnifi helps individuals navigate their investments with confidence.
• Advisor Efficiency

  Sage allows advisors to streamline their processes and enhance client satisfaction.
• Plan Management

  @Work supports plan advisors in managing participant needs effectively.
• Targeted Marketing

  AMP helps firms reach the right advisors with the right products.
• Growth Opportunities

  AG™ identifies new avenues for advisor growth.

How to use TIFIN?

To get started with TIFIN, simply sign up on our website, choose the product that fits your needs, and follow the onboarding instructions provided. Each product comes with user-friendly guides to help you maximize its potential.

TIFIN Contact Email:

hello@tifin.com