FactSet announced a partnership with TIFIN.AI to accelerate the delivery of next-generation AI-powered workflows for wealth management firms. FactSet also made a strategic investment in TIFIN.AI as part of the long-term collaboration.
TIFIN.AI is an AI platform for the wealth, asset management, and insurance industries.
The partnership brings FactSet’s financial intelligence into agentic advisor workflows to help advisors deliver personalized service at scale.
Through the partnership, FactSet will offer solutions designed to increase advisor productivity, deepen client engagement, and deliver personalized client service.
FactSet clients will gain access to a growing suite of AI-powered capabilities integrated within FactSet Workstation and the broader wealth management ecosystem.
The companies also see opportunities to expand across additional wealth management workflows over time.
Initial solutions include Meeting Prep Agent and Book Intelligence Agent.
Meeting Prep Agent generates client-ready summaries, action items, portfolio insights, and personalized talking points in minutes.
Book Intelligence Agent surfaces actionable insights across an advisor’s book of business to help identify portfolio opportunities, strengthen client engagement, and prioritize outreach.
The new suite combines FactSet’s institutional-grade market data, analytics, and wealth management capabilities with TIFIN.AI’s agentic workflow technology.
The solution is designed to embed directly into advisor workflows so firms can enhance productivity without disrupting existing operating models.
TIFIN.AI’s engine will operate entirely within FactSet’s infrastructure, keeping client portfolio data inside FactSet’s environment.
The solution also uses FactSet’s domain-specific answers engine and auditable workflows, giving firms traceability into generated insights and helping mitigate hallucination risks associated with generic large language models.
FactSet serves more than 9,000 global clients and over 241,000 individual users.
The company provides enterprise data and information solutions across buy-side, sell-side, wealth management, private equity, and corporate sectors.
TIFIN.AI builds agentic workforces to augment functions across wealth by connecting data, software, and workflows.
TIFIN is backed by investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton, and SEI.
KEY QUOTES:
“This partnership reflects FactSet’s continued commitment to helping wealth management firms modernize advisor workflows through practical, enterprise-grade AI solutions. By combining FactSet’s trusted data infrastructure and analytics capabilities with TIFIN’s agentic workflow technology, we are enabling firms to deliver more personalized client experiences at scale while maintaining the transparency, governance, and operational rigor the industry requires. We are excited to continue building agents that drive innovation and efficiency for our wealth clients across critical workflows.”
Kristina Karnovsky, Executive Vice President and Co-Head of Product at FactSet
“FactSet’s strategic partnership reflects a shared belief that agentic workforces will play an important role in the future of wealth management. By combining FactSet’s trusted intelligence with our agentic capabilities, we are advancing a new generation of advisor workflows.”
Harshendu Bindal, CEO of TIFIN.AI
