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 […]
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
The first DAF designed for growth The most flexible, modern Donor-Advised Fund for wealth enterprises and their clients designed to retain assets, deepen client relationships, and power growth through philanthropy. See the platform Talk to our team What is Give Give is a technology-first philanthropy platform that helps advisors at wealth enterprises and broker-dealers, as […]
AMP
Amplify growth across wealth and distribution Where data science and AI meet human expertise to drive measurable growth, helping wealth firms, asset managers, and carriers connect more intelligently, act more precisely, and grow more effectively. See AMP for Wealth See AMP for Distribution The future of growth in financial services isn’t just about access to […]
@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, […]