AI For Wealth Portfolios
Personalize. Optimize. Grow.
Sage is an advanced AI powered investment platform. Using state-of-the-art technology, we help advisors transform their client experience.
Maximize Client Engagement with Sage
Sage frees up valuable time, allowing you to focus on building relationships, enhancing client satisfaction, and growing your business.
Without Sage
or less of your time is spent in client engagements.
0
%
With Sage
of your time can be dedicated to what truly matters—your clients.
0
%+
Excellence in Wealth Management with
AI-Powered Precision
Sage leverages advanced AI to streamline investment workflows, seamlessly applying expert advice across portfolios, boosting efficiency, enhancing client relationships, and driving superior financial outcomes.
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Time Efficiency
Streamline your workload, freeing up time to grow your business. -
Enhanced Client Engagement
Deliver more personalized and responsive service to your clients. -
Consistency Across Portfolios
Ensure your strategies are applied uniformly across all client accounts. -
Scalability
Manage a growing number of clients without sacrificing quality or personalization. -
Informed Decision-Making
Make faster, data-driven decisions that lead to better outcomes.
Trust and Security You Can Count On
Sage safeguards your data with robust security and strict compliance standards letting you focus on your business with peace of mind
Al-Driven Platform
Designed to process data in a secure and compliant manner, ensuring the privacy and confidentiality of user information.
Data Encryption
and Secure Storage
and Secure Storage
The platform employs encryption to protect sensitive financial data both at rest and in transit.
Privacy by Design
TIFIN integrates privacy features directly into the design of its platform, ensuring that user data is handled with the utmost care from the moment it is collected.
Continuous Monitoring
and Updates
and Updates
The platform undergoes regular updates to enhance its security features and protect against emerging threats.