The latest technology news in the wealth management sector from around the world.

Broadridge Financial Solutions
Broadbridge Financial Solutions has launched what it calls a next-generation digital asset platform for wealth management in Canada.

The new offering includes support for crypto currencies as well as tokenized real-world assets, including equities, funds, and private or alternative investments; support for advisor-driven and self-directed models; unified client experience with integrated disclosure and governance capabilities to support full regulatory compliance across all digital asset activities; fully-integrated wallets and institutional-grade custody, and robust connectivity to exchanges and asset managers, it said in a statement this week.

"Digital assets are increasingly becoming a part of a diversified portfolio, and Canadian wealth managers need a way to support tokenization," Tim Gokey, CEO of Broadridge, said. "The Broadridge digital asset solution delivers a streamlined and integrated suite of capabilities built upon the scale and functional depth of our existing solutions.”

TIFIN
TIFIN, an AI and innovation platform for the wealth sector, has launched TIFIN.AI, a platform offering an “agent library” to address workflows across operations, investments and growth. 

The platform serves a variety of “personas”: advisor support, advisors, and end clients.

The firm said wealth managers, insurers and wealthtech firms already use its AI agents, deploying them across advisor, operations, investment, and client-facing workflows.

“Most firms don’t have a tool problem. They have a coordination problem. AI has been applied in pockets, but the work still sits across disconnected systems,”  Vinay Nair, founder of TIFIN and executive chair of TIFIN.AI, said.

“TIFIN.AI connects those pieces so that insights, workflows, and actions operate as one system.” 

TIFIN is backed by investors including JP Morgan, Morningstar, Hamilton Lane, Franklin Templeton and SEI, among others.