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 […]
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 […]
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 […]
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