Overview
This article explains how to connect TIFIN Wealth and Wealthbox, so advisors can import contacts and invite them to complete financial risk, planning, and personality assessments that power personalized investment proposals. A recorded webinar is available: How Advisors Use TIFIN Wealth + Wealthbox to Drive Personalization-Led Growth.
What is TIFIN Wealth?
TIFIN Wealth is a suite of wealth-tech products, including the risk profiling platform Totum and the financial personality assessment platform Positivly, that gives advisors fast, easy investment proposals and advanced personalization solutions. Its integration with Wealthbox lets advisors import contacts and invite them to complete financial risk, retirement planning, and personality assessments.
How does it work?
Advisors connect their Wealthbox account to TIFIN Wealth and import clients with the click of a button. Once contacts are imported, advisors can send surveys to gather client and prospect information — for example, questionnaires covering risk capacity, risk preference, and portfolio risk. The resulting insights power personalized investment proposals that strengthen client relationships, support better wealth outcomes, and help advisors maintain compliance with record-keeping and Reg BI requirements.
Step-by-step setup instructions
- Confirm you have an active TIFIN Wealth account and an active Wealthbox account.
- From TIFIN Wealth, locate the option to connect your Wealthbox account.
- Log in with your Wealthbox credentials when prompted, and authorize the connection.
- Select the button in TIFIN Wealth to import your Wealthbox contacts.
- Send a risk, planning, or personality assessment survey to an imported contact.
- Once the client completes the assessment, review the insights gathered in TIFIN Wealth.
- Use those insights to build a personalized investment proposal for the client.
(Exact menu labels inside TIFIN Wealth may differ slightly by account type — refer to TIFIN Wealth's own onboarding screens if a labeled step doesn't match what you see.)
Troubleshooting steps
- Issue: Wealthbox contacts aren't importing into TIFIN Wealth. Solution: Confirm the Wealthbox connection is authorized in TIFIN Wealth's account settings, and reconnect if needed.
- Issue: A client didn't receive their assessment survey. Solution: Confirm the client's email address is entered correctly on their contact record before sending the survey.
- Issue: A newly added Wealthbox contact isn't showing up in TIFIN Wealth. Solution: Run the import again in TIFIN Wealth, since new contacts may not sync automatically until the import is triggered.
FAQ
- Do I need to manually re-enter client information in TIFIN Wealth? No. Once connected, Wealthbox contacts can be imported into TIFIN Wealth with the click of a button.
- What kinds of assessments can I send clients? TIFIN Wealth supports financial risk, retirement planning, and personality assessments, depending on the specific TIFIN Wealth product being used.
- How does this integration help with compliance? The insights and record-keeping from client assessments are designed to help support compliance with Reg BI requirements.