With an expanding platform serving wealth management, asset management, and insurance across front-office, middle-office and back-office needs in the US and abroad, TIFIN is helping financial services transform through the adoption of AI.

Investments: AI platforms that handle investment tasks and objectives for various personas such as the end-investor, advisor and enterprise investment teams.

Operations: AI platforms that automate and execute middle and back office operational functions such as onboarding, monitoring and servicing.

Distribution: AI platforms that help product and advice providers execute distribution and sales efforts more efficiently.