Whitepaper – Applying AI in Asset Management Distribution
In this whitepaper, TIFIN AMP President & CRO Charlie Shaffer digs into the data dilemma in driving growth. Learn how Asset Managers must transcend their outdated systems and platforms to thrive in today’s competitive distribution environment.
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. BOULDER, Colo. and NEW YORK, NY, Feb 8th, 2024 – TIFIN AMP, the cutting-edge AI platform modernizing Asset Management distribution, has expanded its capabilities to optimize data integration and distribution intelligence for […]
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.
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.
We’re All Swifties Now
In the Taylor Swift Economy, WCEO Outperforms Other Small-Caps1 Image: Unsplash, TIFIN AMP Illustration Taylor Swift makes a LOT of money. Okay, that’s not exactly a newsflash. Swift’s stratospheric rise and resulting gusher of wealth it’s created have been documented, debated, celebrated, and analyzed more than any other entertainer in recent history. And why not? […]
TIFIN AMP, the AI platform for distribution in the asset management industry, appoints senior executive leadership
Sal Gagliano, formerly from Broadridge, joins as Chief Executive Officer.
Charlie Shaffer, formerly from Russell Investments, joins as President and Chief Revenue Officer. The hires follow TIFIN AMP’s Series A with Motive Partners in June of 2023.
The Case for AI in Asset Management Distribution
ChatGPT, have you heard of it? How about AI or Machine Learning? Of course, you have. Unless you’ve been under the proverbial rock for several months, talk of Artificial Intelligence has inundated our airwaves, inboxes, and feeds. If you’re an Asset Manager, specifically someone focused on sales and marketing, you’ve probably wondered how this new technology can be leveraged to grow your AUM.
Listen: Employing AI to Meet the Pace of Evolution with Jack Swift
TIFIN AMP’s Jack Swift recently appeared on the Advisorpedia podcast to discuss the reshaping of the asset management space by AI and how the seasoned team at TIFIN AMP is ahead of the evolving industry and market.
Target Risk and Completion Model Portfolios
As interest in model portfolios continues to grow among financial professionals, you may be considering integrating these valuable tools into your practice. You may already know that there are a variety of model types available for your consideration, and there are also different ways you can access them. In this article we’ll explore a couple of the specific types of models, as well as your options for accessing them so you can begin leveraging these powerful tools today.
Strategizing for Success with Model Portfolios
Once you decide to integrate model portfolios into your advising practice, what’s your next step? That will depend greatly on two important factors. The first involves understanding the types of model portfolios you can utilize and how they differ. The second is analyzing the key objectives of each type and how those objectives impact portfolio development: taxable versus tax aware; strategic or tactical. Let’s begin by taking a closer look at these objectives and how they can affect which type of model portfolio you decide to implement.