FactSet Expands Wealth Management Workflow AI Capabilities Through Partnership with TIFIN.AI
FactSet partners with TIFIN.AI to bring trusted analytics and agentic AI together in advisor workflows. The partnership enables wealth management firms to embed AI into everyday advisor workflows, helping increase productivity, strengthen client engagement, and accelerate enterprise AI adoption.
TIFIN Australia Launches to Accelerate AI-Powered Wealth Innovation in the Region
TIFIN.AI has launched TIFIN Australia, a joint venture led by former Iress and Pexa CEO Marcus Price and former Iress COO Justin Schmitt. The expansion brings TIFIN’s AI-powered wealth solutions to the Australian market, helping advisors and wealth firms deliver more personalized and scalable financial advice.
TIFIN Group announces the consolidation of its AI businesses and the launch of TIFIN.AI, an industry-first agentic operating system
TIFIN launches TIFIN.AI, an enterprise agentic AI platform for wealth managers and product providers, connecting operations, investments, and growth workflows.
TIFIN Give Works With Canterbury Consulting to Expand Strategic Philanthropic Planning Capabilities
TIFIN Give and Canterbury Consulting collaborate to bring donor-advised fund capabilities and institutional-quality investment strategies together.
From Passive to Purposeful: Customizing Your DAF Investment Policy
DAFs are no longer just passive giving vehicles. With a custom Investment Policy Statement, families can align charitable capital with their mission, values, and long-term goals—turning philanthropy into both impact and growth.
DAFs as a Family Governance Tool
DAFs are more than giving vehicles—they’re platforms for family unity and legacy. By creating a safe space for values-based decision-making, empowering rising-generation leaders, and aligning philanthropy with wealth strategy, DAFs help families practice governance while building cohesion across generations.