Recent news and insights

Helix Partners with Blue Vault to Revolutionize Private Market Investing Helix, an AI-powered private market assistant, has teamed up with Blue Vault Partners to enhance its platform with reliable alternative investment data. This partnership streamlines due diligence, helping wealth advisors navigate private markets more effectively and improve client outcomes. The collaboration combines Helix’s AI tools with Blue Vault’s expertise in alternative investments like nontraded REITs and BDCs, setting a new standard for data accessibility in the industry.

Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, has partnered with TIFIN AG Inc. (TIFIN AG) to provide Cetera advisors and financial institutions access to AI tools that identify new growth opportunities and deliver actionable insights. This collaboration expands Cetera’s share-of-wallet tools, enhancing their ability to support advisors and institutions with personalized, AI-driven insights tailored to their growth goals. Michael Zuna, Chief Marketing and Communications Officer at Cetera, highlighted the importance of these tools in maximizing complex share-of-wallet strategies, which are crucial as clients increasingly diversify assets across multiple firms.

TIFIN AMP is proud to announce a strategic partnership with Janus Henderson Investors ("Janus Henderson"), a global active asset manager overseeing approximately $382 billion in assets under management. This collaboration introduces the "Sales Intelligence Hub," an insights-based tool designed to streamline data management, enhance productivity, and drive growth. Michael Schweitzer, Head of North America Client Group at Janus Henderson, stated, "Through our partnership with TIFIN AMP, we've developed an integrated, insights-driven solution that empowers our teams to work smarter and more efficiently." Jeannette Kuda, COO of TIFIN AMP, added, "We are excited to partner with Janus Henderson to transform the asset management distribution landscape with our AI-driven capabilities.

TIFIN @Work has partnered with Concurrent to combine AI-driven insights with expert advisory services, delivering personalized and impactful workplace financial solutions. This collaboration aims to improve financial outcomes for employees, employers, and advisors, offering tailored strategies that optimize financial planning and engagement.

Vinay Nair — CEO & Founder of TIFIN and Fintech Innovator — Growth and Innovation Medal; Honoring an entrepreneur's exceptional ingenuity and statewide inspiration.

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

TIFIN Sage’s AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors

The first-of-its-kind feature enables donors to create public campaigns and drive community engagement from a unified platform.

TIFIN AG has partnered with GenWealth Financial Advisors to deliver AI-powered insights that boost client acquisition and growth.