Connecting people to their wealth.
An adviser-connected intelligence layer that keeps your clients engaged between reviews, under your firm's brand, with the adviser at the centre.
Your clients get a question bar just like this one, under your brand, not ours.
Advisers aren't failing Australians. The model is labour-bounded.
Each remaining adviser serves around a hundred clients, and every new client adds hours. The maths caps how many Australians can be helped, no matter how good the advice is. The model is labour-bounded, not the advisers. Australia's advice market needs a new engagement model.
What it does for your firm
Each card below works exactly like the nudges your clients see in the portal. The site is a taste of the product.
Engage between reviews
Your clients hear from your firm at the moments that matter: timely nudges, plain-language education, their full picture always current. Presence without extra hours.
The same nudge pattern your clients see in the portal
The Advice Desktop
The intelligence layer for advice: the same platform your clients use, seen from the adviser's side. AI does the preparation, drafting and admin; you review, approve and advise, with the client's world and your workflow in one place.
Every meeting, briefed in advance
The client picture, what's changed and the talking points, assembled before each review, so the conversation starts on decisions, not admin.
Who needs you next
A ranked view across your whole book: every client action becomes a signal, so you see who needs attention and why. See the signal, not another inbox.
The adviser approves everything
Validated logic, permissions and audit trails behind it all, and one secure channel for messages and documents in place of unsafe email. The AI proposes; the adviser disposes.
The engine is powerful. The harness is the point.
The LLM is the engine; the harness is the steering, brakes and rules of the road. Four constraints govern everything the platform does.
Calculations run through validated, deterministic engines, not free-form model output.
Every role sees only what it's allowed to. Access is explicit, granted, and revocable.
Every interaction and data access is logged and reviewable: a record, not a reconstruction.
Anything a client sees as analysis is adviser-authored or adviser-approved. Always.
We aren't starting from scratch.
TIFIN.AI Australia holds the exclusive Australian licence to TIFIN.AI, an agentic wealth platform in commercial production in the US, with 100,000+ registered investors and $2B+ in linked assets on its consumer platform. An Australian joint venture, led from Australia.
Help shape it. Become a founding firm.
We're partnering with a small number of Australian advice firms to shape the portal around real practices. A conversation, not a commitment.
Register your interest3–5 founding firms · no obligation at any step