FactSet Integrates TIFIN’s AI Platform for Agentic AI Workflows

FactSet, a data and AI solutions provider, has partnered with TIFIN.AI, an AI-powered platform, to boost the integration of agentic AI-powered workflows for wealth managers. 

In addition to its collaboration with the AI platform, FactSet has also made an undisclosed investment in TIFIN.AI, the firm said. 

Through the partnership with FactSet’s Workstation system, users will gain access to various capabilities, including a meeting prep agent, which generates client-ready summaries, a book intelligence agent, and portfolio insights.

The capability also has a personalized chat feature, which translates FactSet’s “domain-specific” answers and auditable workflows to help simplify and mitigate risk factors. associated with large language models. 

“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,” said Kristina Karnovsky, EVP and co-head of product at FactSet. 

TIFIN launched TIFIN.AI in 2023 with JP Morgan and has partnered with wealth management firms, including Cetera Financial. In 2024, SEI made a $10 million investment in the platform to bolster its usage with wealth managers.