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How It Works
Achieve your personalized goals and objectives. Using artificial intelligence (AI) and advanced machine learning (ML) algorithms, AG examines your data, identifies trends, and delivers actionable intelligence to wealth enterprises. Unify data Wealth management firms face fragmented and siloed data systems that hinder insights, decision-making, and growth, creating a pressing need for unified data management to […]
Wealth
An easy way to generate investment proposals. TIFIN Wealth is a cutting edge proposal generation platform that enhances financial advisory services by delivering personalized investment solutions. It helps advisors optimize portfolio recommendations, improve client engagement, and align investments with individual risk tolerance and financial goals. Learn more SELECT INTEGRATIONS Hyper-personalized insights at the click of […]
Helix
The AI co-pilot for private markets. Helix empowers wealth advisors and wealth enterprises to navigate private markets with confidence by simplifying fund discovery, fund evaluation, and product implementation. Learn more Why private markets matter now 12% annual growth projected in retail wealth invested in alts.1 86% of advisors say alts set their practice apart.2 63% […]
Give
Unlock the potential of charitable giving. Give’s cutting-edge platform reimagines the traditional donor-advised fund (DAF) to put wealth management firms at the center of their clients’ philanthropic needs. Learn more Give’s consolidated platform enables wealth enterprises to cater to their clients’ unique philanthropy needs. Wealth management Prospect and convert HNW clients across generations through charitable giving. Attract […]
AG
Growth, solved differently. TIFIN AG™ delivers data-driven intelligence to help wealth managers grow through expansion, retention, and acquisition. Learn more TRUSTED BY 70% of wealth management firms struggle with consistent growth. As traditional strategies fail to capture new assets or retain clients, firms are left without the insights needed for long-term success. Our data-driven insights […]
AMP
The future of distribution intelligence. TIFIN AMP™ transforms data into insights—driving better outcomes for distribution leaders, wholesalers, and advisors. Learn more The cost of distribution is high. Firms are turning to AI to make their teams more efficient and effective. The State of Distribution in 2025 Distribution teams have more data than ever before but no […]
@Work
AI has arrived for workplace advisors. Activate your plan participants with an AI-assisted portal, designed exclusively for the workplace. Learn more Deepen your relationships with employers, give employees powerful tools to make sense of their goals, and create a bridge for plan participants who are ready for a wealth manager. TIFIN @Work™ is the world’s first […]
Sage
AI is here for wealth portfolios. TIFIN Sage™ uses state-of-the-art AI to process insights that help advisors transform their client experience. Learn more THE POWER OF AI Sage streamlines the investment workflow within constraints of firm philosophy and CIO viewpoints. Customizable permissioning for fully compliant and client-specific and full-book-of-business recommendations. Learn more Deploy top of house, […]