Inside Helix: A Conversation on Solving the Private Markets Puzzle
Private markets promise growth but remain complex. In this conversation, TIFIN’s Rob Pettman and Helix COO Steve Snyder discuss how AI-powered tools can streamline due diligence, enhance advisor enablement, and unlock scalable access to alternatives.
Empowering Client Growth: Unleashing Value with Holistic Insurance Strategies
The future of insurance growth isn’t more products—it’s more connection. By breaking down silos and using AI to surface client needs across life, annuities, health, and property lines, firms can deepen relationships, boost retention, and deliver true holistic protection.
AI Meets Alternatives: Watch this Helix Demo
Helix is a generative AI platform purpose-built for private markets. By combining exclusive data from Hamilton Lane and Blue Vault with your firm’s documents, Helix streamlines due diligence, fund discovery, and investment analysis—boosting productivity and enhancing collaboration across research, compliance, sales, and advisor enablement.
Fixing the Annuities Knowledge Gap
Annuities offer powerful benefits but remain one of the most misunderstood products. Advisors often lack the time and tools to navigate their complexity. AI can change that—automating product intelligence, surfacing personalized insights, and making annuities easier to recommend with confidence.
Trust: The Most Overlooked Factor in AI Adoption
AI in wealth management won’t succeed on capability alone—it depends on trust. From clients to advisors to firms, adoption hinges on transparency, security, and alignment. Firms that embed trust into their AI strategies are already outpacing peers in growth and efficiency.
DAFs as a Family Governance Tool
DAFs are more than giving vehicles—they’re platforms for family unity and legacy. By creating a safe space for values-based decision-making, empowering rising-generation leaders, and aligning philanthropy with wealth strategy, DAFs help families practice governance while building cohesion across generations.
ICYMI – Podcast: Unlocking the Power of Data & AI in Wealth Management
AI is reshaping wealth management. In this Growth Studio episode, TIFIN leaders share how firms use data intelligence to drive growth, boost productivity, and personalize client engagement.
Podcast: Unlocking the Power of Data & AI in Wealth Management
Data intelligence and AI are transforming wealth management. In this episode, TIFIN leaders share how firms use smarter insights to drive growth, efficiency, and personalized client engagement.
Concurrent Expands Partnership with TIFIN to Empower Advisors and Drive Better Investor Outcomes
“TIFIN AG’s capabilities allow us to prioritize effectively, ensuring our advisors focus their efforts on the opportunities that have the greatest potential for impact for both the client and the firm.”
— Casey Bates, Managing Director of Strategy and Growth at Concurrent
Where Customization Meets Scale: Rethinking Model Portfolio Delivery
Too often, enterprise research never reaches client portfolios. Sage solves this “last-mile” problem by turning OCIO and asset manager guidance into personalized, advisor-ready recommendations that scale adoption and impact.