Helix reserve spot for Advisor – Join
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Helix pricing for Advisor – Get Started
Experience Helix today. Get started today with a single seat license for an individual user or schedule time to learn more about the Helix Pro enterprise experience. MONTHLY SUBSCRIPTION – SINGLE SEAT LICENSE $250 Billed monthly – 3 month minimum Continue Key features: Compare and contrast funds within the Hamilton Lane and Blue Vault universe […]
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 […]
News
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Workplace
Give enables digital giving within the workplace. Deepen relationships with corporate clients with Give’s corporate giving account—a customizable and scalable workplace benefit to engage employees. Enable digital giving within the workplace and help clients boost employee morale, increase retention, reduce corporate tax burden, and enhance corporate social responsibility. Tax-optimized giving Offer companies a cost-effective, easy-to-administer, […]
Wealth Management Firms
Give helps firms and advisors differentiate. With best-in-class technology, investment flexibility, and white-label customization, now wealth managers have a intelligent donor-advised fund (DAF) platform to strengthen client relationships and enable impact across generations. Simplify onboarding, anticipate client needs, and provide faster answers. Built for firms of every size Wealth firms The most flexible DAF on […]
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 […]