Tifin Studios

TIFIN Helix is an AI co-pilot for private markets that helps advisors simplify fund discovery, evaluation, and implementation.

TIFIN IP is an AI-powered service intelligence platform for annuities. It integrates with policy systems to provide compliant insights, predict risks, and streamline servicing for carriers and advisors.

Built by leaders across wealth management, AI, and financial technology Harshendu Bindal Brooke Juniper Tom Van Horn

TIFIN RM is an AI-powered investment assistant trained for India markets. It uses advanced analytics to streamline workflows and integrate expert portfolio insights.

Helix is a generative AI platform for private markets that combines data from Hamilton Lane and Blue Vault with firm documents. It supports due diligence, fund discovery, investment analysis, and collaboration across research, compliance, sales, and advisor enablement.

Helix uses AI to improve advisor efficiency in alternatives by streamlining access, allocation, and portfolio construction.

In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive edge in service, advice, and customer experience.

Helix empowers advisors to attract and retain high-net-worth clients with customized solutions and superior service, simplifying alternative investments on their journey towards success.

The robust integration simplifies the advisor experience by embedding TIFIN’s risk analysis within AdvisorPeak’s trading and rebalancing platform to optimize advisors time and user experience.

Advisor Technology, which offers portfolio management software for financial advisors, is now integrating the TIFIN Risk Investment Life Scoring Tool within its client portal, as well as the LifeYield household portfolio management solution.

TIFIN Risk is a multi-scoring risk tolerance tool that helps advisors assess clients’ risk capacity based on their life situations. It was selected as a finalist for the 2019 WealthManagement.com Industry Awards in the Technology Providers: Risk Tolerance/Client Profiling category.

Risk is not an absolute. It is ever changing with many shifting variables.

The TIFIN Group uses technology to shape how investors engage with investments, from ideation and product development through market fit and scale.

TIFIN builds engaging fintech experiences through powerful AI and investment-driven personalization.

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