TIFIN Wealth: “Using AI to transform client personalization and intelligence for wealth intermediaries such as financial advisors, work places, neo-banks and other consumer fintechs.”
ABOUT TIFIN Wealth “TIFIN Wealth is an AI-driven platform designed to drive personalization at scale across investments, financial planning, personality assessments, risk assessments, client communication, private markets, and charitable giving.“
WHAT ARE THE INTEGRATION POINTS BETWEEN TIFIN WEALTH AND REDTAIL CRM?
Advisors can use the Redtail CRM integration to pull in select user lists and associated Portfolio data to use within TIFIN Wealth’s ecosystem of personalization solutions. Once integrated, you can begin administering Risk, Personality, and Plan Assessments, explore marketing campaigns, and more. The integration automatically pulls in portfolio data when available.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.