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If your middle office still depends on manual workflows and human stitching between systems, you’re running a 2030 business on a 2010 operating model. AI agents are not the future - they’re an overdue redesign of how financial firms actually work. And the firms moving first are already seeing what an intelligence-centered middle office unlocks: faster onboarding, cleaner transitions, lower risk, and teams that finally get to work on what they’re hired for. Tom Van Horn’s interview gets to the heart of this: the breakthrough isn’t automation. It’s an “agent of agents” architecture that reasons across your real-world, fragmented tech stack - CRMs, billing engines, planning tools, reporting systems, compliance workflows, all of it. The firms waiting for the “perfect pilot” will be watching their competitors widen the gap quarter by quarter. If you want to explore what an agentic workforce could mean for your operating model — reach out. Full conversation with William Hortz here: https://lnkd.in/eQK3dJdc TIFIN AXIS #BetterWealthOutcomes

TIFIN welcomes Andrew Dahlinghaus as our Chief Operating Officer. Andrew brings decades of experience where regulation, scale, and technology converge — the kind of disciplined leadership that strengthens our foundation for the next stage of growth. Andrew’s experience will further enable TIFIN to execute with clarity and consistency as AI becomes core infrastructure across wealth, asset management, and insurance. https://lnkd.in/dayrTeVr Vinay Nair Harshendu Bindal Tom Van Horn Cathie Wood Anil Arora Ken Denman Lila (Ontiveros) Flores Rob Pettman Marc McDonough, Brooke Juniper Paul Lussow Glenn Hubbard Tinsley Tom Jeannette Freedman Kuda #BetterWealthOutcomes

Great to see Connective Technologies highlight TIFIN’s role in their tech-forward RIA model. Their use of Magnifi by TIFIN’s investment intelligence and TIFIN AXIS’s workflow automation reflects a broader shift across wealth: AI as connective tissue that redistributes effort and elevates the advisor’s time with clients. Read more on their early, yet encouraging direction for the industry. https://lnkd.in/eacjieW6 Tom Van Horn Harshendu Bindal Ian R. Andrew Nigrelli Sam Bojarski #RIATech #InvestmentIntelligence #AIInnovation #BetterWealthOutcomes

Another step forward in modernizing philanthropy to improve wealth outcomes and create real impact. Give, a TIFIN Company, is partnering with Chariot to bring real speed, clarity, and consistency to DAF grant payments. Better infrastructure matters. When payments move instantly and data is clean, donors have certainty and nonprofits can focus on impact—not administration. Read the press release here: https://lnkd.in/ekMWqFHC #DAF #Philanthropy #NonprofitTech #FinTechInnovation #FinancialServices #BetterWealthOutcomes Vinay Nair Paul Lussow Aaron Kahane Mitch Stein Melissa Ekanem Blake Rohde Raja Musunuru Greg Murray Salomon Serfati Samantha Kozsey Davison

Our press release last week announcing Louise: https://lnkd.in/enfhNzjh TIFIN Give’s new conversational experience for donors to explore, choose, and manage their giving — was featured today in Wealth Solutions Report’s https://lnkd.in/eXTjKcZd Louise is part of the broader shift Give, a TIFIN Company is driving in wealth and philanthropy: reducing friction, connecting intent to action, and giving donors a more intuitive way to engage with the causes they care about. The feature highlights how this approach is starting to take hold across the ecosystem. #Philanthropy #WealthManagement #AIForGood #PurposeDrivenWealth #BetterWealthOutcomes Vinay Nair Raja Musunuru Paul Lussow Blake Rohde Greg Murray

Alera Group, Inc. is partnering with Give, a TIFIN Company to bring modern, digital-first philanthropy into wealth management. A unified donor-advised experience that connects purpose, planning, and performance built for advisors and their clients. Learn how Give, a TIFIN Company and Alera Group, Inc. are integrating purpose into modern wealth management. https://lnkd.in/eYTMdkYv #WealthManagement #Purpose #Philanthropy #Advisors #TIFIN #AleraGroup #BetterWealthOutcomes Vinay Nair Paul Lussow Mike Moss, Jeff Silverman Robert Lieblein Caitlin West Alex Paul Brian McDonald Blake Rohde Raja Musunuru Greg Murray