Products Archive | Page 2 of 4

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 potential. […]

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 […]

Our Solutions

Your innovation partner for asset growth. Whether you are a wealth management or banking executive, sales director, financial advisor or marketer, our AI-powered solutions are designed to address your most pressing growth challenges. Expansion Discover expansion opportunities by predicting clients’ total investable assets and the likelihood of moving outside assets in-house. Our advanced AI and […]