FactSet, a leading global data and AI solutions provider to the financial markets, today announced a partnership with TIFIN.AI, a leading AI platform for the wealth, asset management, and insurance industries, to accelerate the delivery of next-generation AI-powered workflows for wealth management firms. To further cement this long-term collaboration, FactSet has also made a strategic investment in TIFIN.AI, reflecting both companies' commitment to accelerating the adoption of AI-powered workflows and advancing innovation across the wealth management sector.
FactSet partners with TIFIN.AI and makes strategic investment for wealth management AI.
Meeting Prep Agent generates client-ready summaries and talking points in minutes.
Book Intelligence Agent surfaces actionable insights across advisor's book of business.
Solutions embed directly into advisor workflows with secure enterprise-ready architecture.
Auditable AI provides traceability and mitigates hallucination risks.
FactSet serves more than 9,000 global clients and 241,000 individual users.
Through the partnership with TIFIN.AI, FactSet will offer solutions to increase advisor productivity, deepen client engagement, and deliver personalized client service. FactSet's clients will gain access to a growing suite of AI-powered capabilities integrated within FactSet Workstation and the broader wealth management ecosystem. Initial solutions include Meeting Prep Agent, which generates client-ready summaries, action items, portfolio insights, and personalized talking points in minutes, so advisors can focus less on prep and more on building meaningful client relationships; and Book Intelligence Agent, which surfaces actionable insights across an advisor's book of business to help identify portfolio opportunities, strengthen client engagement, and prioritize outreach.
The new suite features institutional-grade intelligence combining FactSet's institutional-grade market data, analytics, and wealth management capabilities with TIFIN.AI's purpose-built agentic workflow technology; seamless workflow integration designed to embed directly into advisor workflows, enabling firms to enhance productivity without disrupting existing operating models; secure enterprise-ready architecture where TIFIN.AI's engine operates entirely within FactSet's infrastructure, ensuring client portfolio data remains inside FactSet's environment; and auditable AI leveraging FactSet's domain-specific answers engine and auditable workflows, providing firms with traceability into generated insights and helping mitigate hallucination risks.
Kristina Karnovsky, Executive Vice President, Co-Head of Product at FactSet, stated: "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."
Harshendu Bindal, CEO of TIFIN.AI, added: "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."
About FactSet
FactSet supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 241,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success.
About TIFIN.AI
TIFIN.AI is an AI platform for wealth, asset management, and insurance. The company builds agentic workforces to augment functions across wealth. Its systems connect data, software and workflows, with the goal of delivering better wealth outcomes for more people.
