Tifin Gives Small Firms Free Access to Investing Platform Through FPA

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.