AssetMark is deepening its partnership with Tifin to incorporate artificial intelligence capabilities into its wealth management platform
Through a new integration with Tifin Sage, Tifin's AI division, AssetMark aims to enhance its ability to provide portfolio customization and support for financial advisors.
Tifin Sage, a division of Tifin, offers AI-powered tools for portfolio management and client engagement.
The collaboration will allow AssetMark to simultaneously streamline its investment consulting services and expand its reach within the advisor community, according to the firm.
“We are excited to partner with AssetMark, a leader in wealth management, to integrate Tifin Sage’s advanced AI-powered platform into its consulting process,” Brooke Juniper, chief executive officer of Tifin Sage, said in a statement Thursday. “This partnership enables AssetMark to scale its comprehensive, high-touch portfolio construction services, equipping advisors to refine the client experience and deliver enhanced wealth outcomes.”
AssetMark’s consulting team plans to use Tifin Sage’s capabilities to rapidly gather insights, generate tailored model portfolios more efficiently, and align investment strategies with advisor needs while preserving service quality.
David McNatt, executive vice president of investment solutions at AssetMark, described the collaboration as a milestone in integrating AI-powered technology into wealth management.
“Our relationship with Tifin Sage will enable our consulting team to engage additional clients while strengthening the quality of support we provide,” he said.
AssetMark, which is among the wealth tech firms recognized in InvestmentNews' special report on the best new technology and software for investment management professionals, serves over 9,000 advisors and manages $127 billion in platform assets as of September 30.
The partnership builds on its earlier collaboration with Tifin Give, Tifin's platform focused on donor-advised funds and philanthropic planning, which on Tuesday rolled out a new DAF campaign feature designed to help advisor and client users amplify their ability to support charitable causes.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
