Ronald Blue Trust Partners with TIFIN Wealth to Launch BlueGive Donor-Advised Fund Platform
The launch of “BlueGive” follows a successful Beta test in Q1 2023, and accelerates organic growth for the Ronald Blue Trust network of advisors TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Ronald Blue Trust. The two firms are launching BlueGive, […]
TIFIN Wealth to support the growth of smaller financial advisors by offering its Personalized Investment Platform to NAPFA-Aligned advisors at no cost
TIFIN Wealth announces free access to personalized investments for NAPFA-aligned advisors with less than $100M in assets under advice.
TIFIN’s AMP Division Expands Its Data Science and Distribution Team with the Addition of Leading Industry Experts
TIFIN AMP has expanded its data science and distribution partnership talent, including former executives from Salesforce, Blackrock, Meta, and Alpha FMC.
TIFIN Announces Strategic Collaboration with Morningstar to Enhance its AI-Powered Distribution Platform
Morningstar has entered an agreement to provide TIFIN AMP (Asset Manager Platform) with aggregated insights from Morningstar products to further strengthen the power of TIFIN AMP’s algorithmic models for distribution intelligence.
Paralel Technologies Launches Full-service Platform for Registered Funds, Now Servicing Over $5 Billion in Assets
Incubated within TIFIN, Paralel is the first full-service registered fund service provider to launch in decades.
TIFIN Announces the Asset Management Industry’s First SaaS-based AI Platform for Modern Distribution
TIFIN AMP is a proprietary and integrated ecosystem of AI-powered capabilities to support the marketing, data, and sales needs of asset management firms.
TIFIN’s Wealth division announces the industry’s first AI platform for client personalization
The launch brings together several wealth capabilities and real-time business intelligence to advance personalization-led growth for wealth enterprises and financial advisors.
TIFIN announces premium Magnifi “Personal” subscription plan to empower more intelligent DIY investing
Magnifi’s 175,000+ customers now have the option to upgrade their subscriptions to a $14/month premium plan that includes an always-on AI-powered investing assistant, guided portfolio building, personalized market news, and on-demand analytics.
TIFIN and ETFMG announce expanded partnership to promote thematic ETFs to active investors and advisors on Magnifi
ETFMG will sponsor four additional themes in TIFIN’s Magnifi marketplace. This follows existing distribution partnerships between ETFMG, Breakwave Advisors, and TIFIN.
TIFIN Wealth announces strategic partnership with Chalice Network and their community of 60,000+ advisors
TIFIN Wealth’s solutions to be promoted in Chalice’s marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers