Give – Demo Confirmation
Thank you for your interest! Our team looks forward to exploring your firm’s philanthropic planning goals. Donor-advised funds are the fastest growing source of charitable giving. Give’s 2024 in review $1.1B Philanthropic Assets Administered $90M Sent to Charities 15,000 Individual Grants Delivered Questions? What is Give? Give is an award-winning philanthropic platform that helps individuals, […]
RM
AI-powered investment assistant Empower your advisory with a platform that drives innovative insights, practical strategies, and deeper client connections — specially trained for India markets. Learn more Leverage advanced analytics to streamline workflows and integrate expert portfolio insights. Informs. Anticipates. Educates. What TIFIN RM can do for you: Streamline your workload, freeing up time to grow […]
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Family Offices
Give simplifies family giving. As family giving evolves, so do the complexities – more people involved, more ways to give, more compliance and tracking rules. Give tames this by streamlining multiple types of charitable giving–including private foundations. Organize, plan, and execute all family gifts and IRS compliance in a single portal. Features made for you Family […]
Integrations
A well-connected integration ecosystem for enhanced connectivity. Explore our robust integration ecosystem that can seamlessly connect your existing platforms and workflows. Increase efficiency by integrating with the products and tools you already use. TIFIN Wealth works with leading custodial, CRM, and WealthTech platforms you need to run your practice, with investment personalization at the core […]
Risk Alignment
Wealth uses a holistic, quantitative approach to consider your risk. TIFIN Wealth Risk Alignment leverages a holistic, quantitative multi-scoring approach that takes into account an individual’s risk preference, risk capacity and portfolio risk. Now, you can assess your client’s risk beyond subjective, one-dimensional scoring to focus on facts over feelings. A quantitative measure of the […]
How it works
Experience the benefits of Sage tailored to enhance performance in every role. Explore our robust integration ecosystem that can seamlessly connect your existing platforms and workflows. Whether you’re a Wealth Advisor, CIO, or Asset Manager, TIFIN Sage enhances your ability to deliver personalized, consistent, and scalable solutions tailored to your unique needs. Conversational AI Ask questions […]
Employers
Maximize your benefits and get even more value starting today. This AI-assisted portal not only saves time for your HR team, it can help your employees alleviate financial stress too. 79% of Americans want their employers to support good financial habits. TIFIN @Work provides tools and resources for your employees to pursue their full […]
Helix for CIOs
Optimizing private market investment strategies and workflows. Helix is designed to address the unique challenges faced by investment teams when researching private market investments. By leveraging advanced AI technology, exclusive data, and a robust compliance framework, Helix empowers due diligence teams to streamline fund identification, due diligence, and report generation to arrive at data-driven decisions […]
Helix Enterprise
Streamlining private market distribution Helix Pro empowers wealth enterprises, RIA teams, and family offices to seamlessly integrate alternative investments into client portfolios. By unifying data, enhancing product access, providing collaboration between business units, and automating compliance, Helix Pro not only streamlines due diligence but also enables firms to drive smarter investment decisions at scale. Get […]