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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 that integrates with policy systems to provide instant, 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 that uses analytics to streamline workflows and provide portfolio insights.

Helix is a generative AI platform for private markets that combines data from Hamilton Lane and Blue Vault with firm documents to support due diligence, fund discovery, and investment analysis.

Helix uses AI to streamline advisors’ access, allocation, and portfolio construction in alternatives.

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 tool that helps advisors assess clients’ risk capacity based on their life situation. It was a finalist in the 2019 WealthManagement.com Industry Awards’ Technology Providers: Risk Tolerance/Client Profiling category.

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

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

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

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