FactSet Expands Wealth Management Workflow AI Capabilities Through Partnership with TIFIN.AI

FactSet partners with TIFIN.AI to bring trusted analytics and agentic AI together in advisor workflows. The partnership enables wealth management firms to embed AI into everyday advisor workflows, helping increase productivity, strengthen client engagement, and accelerate enterprise AI adoption.
TIFIN Australia Launches to Accelerate AI-Powered Wealth Innovation in the Region

TIFIN.AI has launched TIFIN Australia, a joint venture led by former Iress and Pexa CEO Marcus Price and former Iress COO Justin Schmitt. The expansion brings TIFIN’s AI-powered wealth solutions to the Australian market, helping advisors and wealth firms deliver more personalized and scalable financial advice.
TIFIN Group announces the consolidation of its AI businesses and the launch of TIFIN.AI, an industry-first agentic operating system

TIFIN launches TIFIN.AI, an enterprise agentic AI platform for wealth managers and product providers, connecting operations, investments, and growth workflows.