From Data to Decisions: AI’s Role in Portfolio Management
On Smarter Planner, Brooke Juniper, CEO of Sage, explores AI’s evolution in wealth advisory, from quant strategies to generative AI’s role in portfolio personalization and qualitative research.
Think Advisor: How AI Will Transform Advisors’ Investment Management Workflow
TIFIN’s Rob Pettman discusses key factors wealth firms must consider when adopting AI technology, sharing insights on its transformative role in improving investment management workflows.
TIFIN AG Announces Strategic Partnership with GenWealth Financial Advisors
TIFIN AG has partnered with GenWealth Financial Advisors to deliver AI-powered insights that boost client acquisition and growth.
Helix by HL Wins New Product Development Award at the 2024 Wealth Management Industry Awards
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.
Community, Connection, & Innovation – Reflecting on TIFIN Ideas day
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 Announces Sale of Its Stake in Paralel Technologies
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.
How Data Science Helps Drive Organic Growth in Wealth Management
The use of AI can assist firms to better understand client behaviors, identify high-value opportunities and optimize their outreach efforts.
TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group.
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 named as one of CNBC’s The World’s Top Fintech Companies 2024
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.
Whitepaper: What Wealth Enterprises Should Consider When Adopting AI
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.