TIFIN Sage

Wealth management is at an inflection point, and #AI is leading the way in delivering efficiency and growth. As highlighted in Financial Advisor IQ, Rob Pettman, TIFIN's Chief Revenue Officer, shared how AI is transforming advisor workflows, “AI empowers advisors to save time on administrative tasks, uncover growth opportunities, and deliver better outcomes for clients." Through tools like TIFIN Sage, we're helping firms like AssetMark streamline portfolio management and provide tailored insights—boosting productivity and enhancing client relationships. Read more about how AI is elevating the wealth management industry: https://lnkd.in/ehSjeb6C #AI #WealthManagement #Innovation #BetterWealthOutcomes Mela Seyoum Brooke Juniper Jeannette Freedman Kuda Steve Snyder Stacy Carter Michael Walsh, Marc McDonough, Paul Lussow

??AssetMark x TIFIN Sage: AI Powering Advisor Model Portfolios AssetMark is elevating its wealth management platform with TIFIN Sage’s advanced AI capabilities. Together, we’re transforming how advisors deliver value, with key benefits like: ?? Streamlined, high-touch portfolio creation ?? Scalable solutions without compromising quality ?? Empowered advisors driving growth and better client outcomes By expanding the TIFIN and AssetMark partnership, we’re collectively enabling advisors to deliver better, efficient, tailored solutions in a rapidly evolving wealth landscape. Ready to revolutionize your advisory practice? Discover how TIFIN Sage is shaping the future of wealth management: https://lnkd.in/emMKCCq3 Vinay Nair Brooke Juniper David McNatt, CFA Zoe Brunson Matt Rhodes-Kropf Stacy Carter Rob Pettman Tom Van Horn Marc McDonough, CFP? Paul Lussow Jeannette Freedman Kuda #WealthManagement #AI #AdvisorSolutions #AssetMark #TIFINSage #BetterWealthOutcomes

Risk assessment in wealth management has evolved beyond client questionnaires. With AI, advisors can move from static assessments to continuous, responsive risk management, improving outcomes and resilience in portfolios. This approach represents a significant shift in how we think about risk and client alignment in today’s complex investment landscape. #WealthManagement #RiskAssessment #AIFinance The Case for AI-Powered Insights for Risk Assessment in Wealth Management | TIFIN Sage https://hubs.la/Q02Xhkbl0

Join us at Sage, where our incredible team is dedicated to pushing boundaries in finance using cutting-edge AI. We are committed to delivering high-quality investment advice at scale for advisors and wealth enterprises. #GenAI #Investments #Sage #FinanceCareers #FinTech

REMINDER: Please join Brooke Juniper and Andrew Mack as they demonstrate how AI is reshaping model-based wealth management. Learn how to streamline model maintenance, match clients with the right financial strategies, and use AI-driven insights to enhance every meeting. Save your seat here: https://hubs.la/Q02Vzj5d0

Will you be at Money20/20 Las Vegas 2024? Vinay Nair and Brooke Juniper will be on stage discussing how AI and hyper-personalization are setting the stage for the future of financial services and wealth management. #money2020 #wealthmanagement #wealthtech #AI

Our CEO, Brooke Juniper, recently joined Belle Osvath, CFP?, CSLP?, AIF?, on the #TheSmarterPlannerPodcast to discuss AI's transformative role in wealth management. If you're curious about how AI can revolutionize your advisory practice, this is a must-listen! https://hubs.la/Q02TGWGL0 Top 3 Takeaways: AI in Wealth Management Is Not New, But It’s Evolving: While AI has been a part of portfolio management for decades, generative AI now unlocks the power to process vast data and provide nuanced insights, enabling smarter, more personalized decisions for advisors. AI as a Co-Pilot for Advisors: Sage AI acts as a co-pilot, helping advisors by automating routine tasks and enabling deeper analysis, ultimately improving client outcomes without replacing the personal advisor touch. Personalization at Scale: With AI, you can deliver highly tailored portfolio adjustments and insights for each client, scaling personalization like never before. “The human + AI combination is more powerful than either alone.” — Brooke Juniper #WealthManagement #AI #FinancialPlanning #PortfolioManagement #Podcast #AIinFinance #GenerativeAI #TIFINSage

Join our CEO Brooke Juniper and Andrew Mack Sales Director, as they dive into how AI is reshaping model-based wealth management. Learn how to streamline model maintenance, match clients with the right financial strategies, and use AI-driven insights to enhance every meeting. Webinar | Sage AI https://hubs.la/Q02TjSrT0

Will you be in Vegas this week at Financial Planning's #AdviseAI? We'll be taking center stage where we will showcase how AI is transforming wealth management. Our CEO, Brooke Juniper will be sharing how AI can unlock deep client insights, ultimately helping advisors deliver personalized services that give them a competitive edge. And please join James McDonald, CFA and Andrew Mack as they give a live demo of TIFIN Sage on the main stage. Can't make it? Book a demo with us directly at https://hubs.la/Q02Sm5G10 #AI #WealthManagement #TIFINSage #PortfolioManagement #AdviseAI #FinTech