TIFIN

Time efficiency

Streamline your workload, freeing up time to grow your business.

Enhanced client engagement

Deliver more personalized and responsive service to your clients.

Consistency across portfolios

Ensure your strategies are applied uniformly across all client accounts.

Scalability

Manage a growing number of clients without sacrificing quality or personalization.

Informed decision-making

Make faster, data-driven decisions that lead to better outcomes.

Can Sage be configured for different types of users?

While Sage uses h olistic data aggregation across multiple client portfolios and accounts for accurate investment insights, the platform also includes fully compliant customizable permissioning from client-specific to full-book-of-business recommendations.

How does Sage unify and enhance advisor data to extract insights?

Sage leverages TIFIN’s proprietary technology, rooted in our expertise in crafting generative AI-based workflows. By integrating with your existing portfolio management tools along with ongoing top of house, CIO, and third party strategies. For advisors, Sage unites previously disparate research and investment tools with client portfolios, unlocking a total book of business view.

Does Sage support model construction and adjustment tasks?

Sage acts as an AI investing assistant for advisors and research teams from CIO outlooks to individual client personalization. Some of the more popular types of assistance include: Model Construction & Adjustment, Model Matching & Proposals, and Client Meeting Prep.