On September 13, 2023, TIFIN Wealth, an AI and innovation platform for building intelligent wealth experiences, announced a partnership with the Financial Planning Association (FPA). The partnership aims to support the growth of independent financial planners.
As part of the partnership agreement, TIFIN Wealth agrees to extend access to its personalized investment platform at no cost to members of the Financial Planning Association who manage below $100 million in AUM. Members can access cutting-edge tools, innovative investment technology, and resources to offer improved services to their respective clients. The tools allow members to quickly assess risk, develop micro-plans, and match clients and prospects to investment strategies that suit their unique financial objectives.
The partnership between the Financial Planning Association and TIFIN Wealth aligns with TIFIN Wealth's goal of removing the financial barrier to advanced financial technology. It allows financial planners to take advantage of resources proven to improve client experiences and elevate investment strategies.
