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Tifin Gives Small Firms Free Access to Investing Platform Through FPA

By Jeff Berman

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Tifin Wealth is extending access to its personalized investment platform at no cost to Financial Planning Association members with under $100 million in assets under management, Tifin and FPA said Wednesday.

The purpose of this new member benefit is to “empower financial planners in the FPA community with cutting-edge tools and resources to better serve their clients while making innovative investment technology more accessible,” Tifin and FPA said in a joint announcement.

As part of the pact, FPA members will gain access to a full suite of tools that allow them to assess risk, develop micro-plans, and match clients and prospects to investment strategies that align with their financial goals, the companies said.

Credit: Adobe Stock

Jeff Berman

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