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insights from TIFIN

In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, talks with Brooke Juniper, CEO of Sage, about the evolving role of AI in the wealth advisory industry. Brooke shares insights on how AI has been part of portfolio management for over 20 years, starting with quantitative equity strategies and sentiment analysis from company earnings. With the advent of generative AI, Brooke explains how AI has unlocked new possibilities, allowing for more data processing, portfolio personalization, and qualitative research.

TIFIN President & CRO Rob Pettman applies his first-hand perspective on what wealth management firms need to consider when examining the impact of new AI technologies.  Rob delves into some critical considerations for successfully evaluating and integrating AI technology into an advisory firm.

TIFIN AG has partnered with GenWealth Financial Advisors to deliver AI-powered insights that boost client acquisition and growth.

Helix by Hamilton Lane and TIFIN wins the New Product Development award at the 2024 Wealth Management Industry Awards, recognizing its AI-powered platform’s role in helping advisors diversify clients’ portfolios in the private markets.

In this white paper, TIFIN President & CRO Rob Pettman applies his first-hand perspective on what wealth management firms need to consider when examining the impact of new AI technologies. Rob delves into some critical considerations for successfully evaluating and integrating AI technology into an advisory firm.

TIFIN, the leading AI for wealth platform, has announced the sale of its stake in Paralel Technologies to SLCT Holdings, an existing investor of Paralel. Paralel was initially founded under TIFIN in 2020 and has achieved significant milestones, reaching profitability and servicing more than $15 billion in assets across open-end fund, closed-end fund and ETF clients.

The use of AI can assist firms to better understand client behaviors, identify high-value opportunities and optimize their outreach efforts.

TIFIN makes its international debut with the launch of TIFIN India. The launch of TIFIN India represents an important milestone in TIFIN’s vision to take its expertise in both direct-to-consumer (DTC) and business-to-business (B2B) AI for wealth applications to global markets.

TIFIN is listed among 250 of the world’s top companies across wealth technology, payments, digital assets, and other categories. We are proud to be chosen from over 2,000 deserving companies that were under consideration.