Running a modern client-centric advisory firm requires the latest in wealth technology. However, with hundreds of point solutions, it is hard for a firm to navigate the options as well as afford a modern wealth tech stack. This is why we are delighted to offer advisory firms the ability to unlock personalization-led growth, real-time business intelligence, and advanced investment management at no cost, offered by TIFIN Wealth + Invesco (A package valued at over $5,000 per year).
Introducing TIFIN Wealth's Client Assessment, Content & Investment Proposal Package. In one platform, advisors are able to uncover client needs through advanced risk tolerance, planning, and financial personality assessments. Then the platform will make real-time investment proposals and content marketing recommendations to drive more personalized portfolios and better ongoing client engagement.
To learn more, see our brochure here.
To activate this offer, please send us an email at hello@tifin.com and include the code "Invesco22". Our team wil be able to provide a full demo of the capabilities and walk-through activation through a white-glove service.
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