Giving Your Investments a More Informed Identity

There might be a lot that human beings can do well, but at the same time, there is nothing we do better than growing on a consistent basis. This progressive approach, on our part, has already got the world to hit upon some huge milestones, with technology appearing as a major member of the stated group. The reason why technology enjoys such an esteemed stature among people is, by and large, predicated upon its skill-set, which ushered us towards a reality that nobody could have ever imagined otherwise. Nevertheless, if we look up close for a second, it will become clear how the whole runner was also very much inspired from the way we applied those skills across a real world environment. The latter component was, in fact, what gave the creation a spectrum-wide presence, and consequentially, kickstarted a tech revolution. Of course, this revolution then went on to scale up the human experience through some outright unique avenues, but even after achieving such a monumental feat, technology will somehow continue to produce the right goods. The same has grown increasingly evident over the recent past, and assuming one new fintech-themed development shakes out just like we envision, it will only make that trend bigger and better moving forward.

TIFIN, a leading AI platform for wealth management, has confirmed a partnership with Hamilton Lane to launch a new AI-powered investment assistant, who’ll be responsible for guiding investment efforts of private investors and help them better generate better returns. According to certain reports, the stated assistant will deliver at our disposal in-depth information about market benchmarking, forecasting, and diligence so to educate users regarding asset class and current trends. But how will the whole arrangement work on a more actionable level? Well, it basically leverages TIFIN’s AI expertise in deploying AI assistants and its experience with large language models, proprietary data, and compliance-approved workflows, something which tell you a lot about its comprehensive technical knowhow. Moving on, the assistant is also expected to bank quite extensively upon Hamilton Lane’s analytics tools that can facilitate smarter investment selection and portfolio construction for investors with varying goals and risk tolerance. In case the promised value proposition still doesn’t sound attractive enough to you, then it might be worth acknowledging how the new AI assistance can be customized for large wealth enterprises. Furthermore, you can also, without any trouble whatsoever, install it in your existing wealth management toolkit as a conversational interface.

“TIFIN continues to focus on impact through innovation at speed,” said Dr. Vinay Nair, Founder & Chief Executive Officer of TIFIN. “We are excited to partner with Hamilton Lane to bring this remarkable capability to life. We believe this will simplify the intricacies of private market investing and empower advisors and their clients to approach this asset class with more confidence.”

Founded in 2018, TIFIN’s rise to prominence is rooted in conceiving intelligent wealth experiences for a range of financial aspects. Prior to the assistant in question, the company has already developed an AI engine named TIFIN Wealth, which empowers financial advisors, wealth enterprises, and workplace financial providers to achieve organic growth on the back of  investment proposals, marketing automation, and cutting-edge data science. Apart from that, TFIN also has on its portfolio tools like Magnifi; a consumer-focused marketplace that delivers investment personalization through next-generation intelligence, TIFIN AMP; an AI platform to modernize distribution for Asset Management firms, and TIFIN Studios; an incubation platform for new business creation.

“The private markets is a complex and rapidly-evolving asset class, and reliable, transparent data has historically been difficult to come by, particularly for private wealth investors. Through our own internal development and strategic partnerships like this one with TIFIN, we are providing tools to help educate and inform, and are working to transform the way investors engage with this asset class,” said Erik Hirsch, Vice Chairman and Head of Strategic Initiatives at Hamilton Lane.

Moving on to Hamilton Lane, founded in 1991, the company is today one of the biggest players across its space. The company’s rise has been largely orchestrated by an ability to construct flexible investment programs that provide clients access to private markets strategies, along with new sectors and geographies. Hamilton Lane’s excellence in what it does can be inferred from that it currently holds nearly $857 billion in assets under management and supervision, composed of $112 billion in discretionary assets, and approximately $745 billion in non-discretionary assets.