TIFIN Wealth

Send client the online questionnaire.

Analyze client's responses and generate a risk profile.

Input financial goals into the platform.

Generate a personalized investment proposal based on risk profile and goals.

Present proposal to the client.

Input client's current portfolio into the platform.

Compare portfolio risk with client's risk tolerance.

Identify any misalignments between portfolio and risk profile.

Generate recommendations for rebalancing the portfolio.

Present recommendations to the client.

Gather client's retirement goals and time horizon.

Assess client's risk tolerance.

Use micro-planning tools to generate a retirement plan.

Adjust plan based on client feedback.

Implement and monitor the plan.

Offer a free risk assessment to prospects.

Show how their current portfolio misaligns with their risk profile.

Present a personalized investment proposal.

Highlight the potential benefits of aligning investments.

Convert prospect into a client.

Use the platform to generate compliance-friendly proposals.

Archive all proposals for future reference.

Regularly update the platform to reflect regulatory changes.

Train advisors on compliance best practices.

Conduct periodic compliance audits.