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Investment Insights
Image for SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence
Press Release

SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence

The combined technology unifies and enriches firm data sources and generates real-time, predictive insights to increase client engagement and drive sales conversion rates.
Image for TIFIN AMP’s Industry-First Integrated Data Fabric + Intelligence Cloud Platform Transforms Asset Management Distribution
Press Release

TIFIN AMP's Industry-First Integrated Data Fabric + Intelligence Cloud Platform Transforms Asset Management Distribution

The combined technology unifies and enriches firm data sources and generates real-time, predictive insights to increase client engagement and drive sales conversion rates.
Image for TIFIN Give expands its reach as a leading technology powered philanthropy platform for wealth enterprises
Press Release

TIFIN Give expands its reach as a leading technology powered philanthropy platform for wealth enterprises

The combined firm powers Charitable Giving through advisors, the workplace, foundations, and family offices. It oversees $670 Million in philanthropy assets and helped facilitate $40 Million in charitable donations in 2023.
Image for [Financial Planning] Don’t fear the robots: the case for deploying AI in wealth management
Thought Leadership

[Financial Planning] Don't fear the robots: the case for deploying AI in wealth management

As big-name wealth management firms race to invest in and adopt artificial intelligence technology, financial advisors will become fast friends with the robots, according to experts.
Image for TIFIN Announces the Spin-off of TIFIN AG, an AI Platform to help Wealth Enterprises Drive Net New Assets
Press Release

TIFIN Announces the Spin-off of TIFIN AG, an AI Platform to help Wealth Enterprises Drive Net New Assets

The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth Management Solutions to its new board of directors.
Image for [Wealth Management] TIFIN, Franklin Templeton to Launch TIFIN @ Work
Thought Leadership

[Wealth Management] TIFIN, Franklin Templeton to Launch TIFIN @ Work

TIFIN and Franklin Templeton announced TIFIN @Work, what the firms calls an "AI-powered employee financial wellness" platform.
Image for TIFIN and Franklin Templeton Join Forces to Introduce  TIFIN @Work, An Innovative Financial Wellness Solution for Employees
Press Release

TIFIN and Franklin Templeton Join Forces to Introduce TIFIN @Work, An Innovative Financial Wellness Solution for Employees

The offering enables a white-labeled solution for plan advisers to deliver an AI-powered, actionable advice platform for workplace benefits and financial wellness
Image for Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI
Press Release

Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI

Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution efforts.
Image for In This Season of Giving, Spread the Word About DAFs
Thought Leadership

In This Season of Giving, Spread the Word About DAFs

Charitable giving spurs positive impact across many types of stakeholders. Of course, it is a benefit to society and the non-profits that receive funds.