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 for Asset Managers
Streamlining private market distribution. Helix addresses the unique challenges faced by asset managers in distributing private market investments. By leveraging advanced AI technology, exclusive data, and a robust compliance framework, Helix empowers your sales team to streamline processes, build trust, and enhance overall efficiency in managing and distributing alternative investment products. Private Markets Fund research […]
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 […]
Resources
Resource Categories (filter by categories) All Case Study Growth Studio Thought Leadership Whitepaper
News
News All In the Media Press Release
Resources
Resource Categories (filter by categories) All Case Study Growth Studio Thought Leadership Whitepaper
Resources
Resource Categories (filter by categories) All Case Study Growth Studio Thought Leadership Whitepaper
News
News All In the Media Press Release