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News & Insights
Image for SEI Enhances Advisor Solutions with TIFIN Wealth Partnership
Press Release

SEI Enhances Advisor Solutions with TIFIN Wealth Partnership

SEI has expanded its advisor services through strategic partnerships with TIFIN Wealth, Jump, and Nifty, offering advisors enhanced tools to improve efficiency, reduce costs, and streamline client interactions. TIFIN Wealth brings personalized investment proposal generation and risk alignment, Jump automates meeting notes and tasks with AI, and Nifty provides tailored digital marketing and client servicing solutions. These services, available at a discounted rate, reinforce SEI’s commitment to helping advisors scale and succeed in an evolving wealth management landscape.
Image for Helix & Blue Vault Partner to Elevate Private Market Investing with AI & Data
Press Release

Helix & Blue Vault Partner to Elevate Private Market Investing with AI & Data

Helix, an AI-powered assistant, teams up with Blue Vault to enhance private market investing with reliable data, streamlining due diligence and helping advisors navigate alternative investments.
Image for Cetera & TIFIN AG Partner to Boost Growth Opportunities for Advisors & Firms
Press Release

Cetera & TIFIN AG Partner to Boost Growth Opportunities for Advisors & Firms

Cetera teams up with TIFIN AG to equip advisors with AI-driven insights, enhancing share-of-wallet strategies and helping firms identify new growth opportunities in an increasingly complex market.
Image for TIFIN AMP & Janus Henderson Partner on AI-Powered Distribution Solutions
Press Release

TIFIN AMP & Janus Henderson Partner on AI-Powered Distribution Solutions

TIFIN AMP and Janus Henderson launch the Sales Intelligence Hub, an AI-driven tool enhancing data management, productivity, and growth in asset management distribution.
Image for Concurrent & TIFIN @Work Partner to Enhance Workplace Financial Solutions
Press Release

Concurrent & TIFIN @Work Partner to Enhance Workplace Financial Solutions

TIFIN @Work and Concurrent join forces to deliver AI-driven, personalized workplace financial solutions, improving outcomes for employees, employers, and advisors with tailored financial strategies.
Image for AI In Wealth Management: Navigating Practical Impact And Future Growth
Published Articles

AI In Wealth Management: Navigating Practical Impact And Future Growth

TIFIN President Rob Pettman explores AI’s impact on wealth management, 2025 trends, and how AI empowers advisors to drive better outcomes in this Wealth Solutions Report feature.
Image for Wealth Firms Cozying to AI as Time Saved on Tasks Spurs Growth
Published Articles

Wealth Firms Cozying to AI as Time Saved on Tasks Spurs Growth

TIFIN CRO Rob Pettman highlights AI’s role in saving advisors time, uncovering growth opportunities, and enhancing client outcomes, with firms like AssetMark leveraging TIFIN Sage for insights.
Image for 2024 CO Governor’s Citizenship Medal Recipients Announced with CIVICO
Press Release

2024 CO Governor’s Citizenship Medal Recipients Announced with CIVICO

TIFIN CEO Vinay Nair receives the Growth & Innovation Medal, honoring his fintech leadership, ingenuity, and impact on Colorado’s entrepreneurial landscape.
Image for Alera Group Deploys TIFIN @Work’s AI-Powered Platform
Press Release

Alera Group Deploys TIFIN @Work’s AI-Powered Platform

Retirement Plan Services practice adds platform to fuel advisor growth and dynamically address plan participants’ individual needs