AI has arrived for Retirement Plan Advisors

Activate your plan participants with an AI-assisted portal, designed exclusively for the workplace.

TIFIN @Work helps deepen your relationships with employers, give employees powerful tools to make sense of their goals, and create a bridge for plan participants who are ready for a wealth manager.

HOW IT WORKS

@Work empowers individuals to take charge of their financial future with personalized insights and actionable recommendations.

Using our AI-driven tools, users can discover tailored strategies for optimizing their paycheck, confident investing, intelligent budgeting, and effective benefits utilization.

As their needs grow, we seamlessly connect participants with advisors to discuss how you can support their evolving goals.

Learn more

Why advisors choose @Work

Cutting-edge AI scales your services, helping grow your business with satisfied employers and engaged employees.

Learn more

Cutting-edge AI scales your services, helping grow your business with satisfied employers and engaged employees.

Learn more

1. Seamless Client Engagement at Scale

No matter the size of the plan, every participant receives 1:1 guidance by engaging with their AI assistant — with advanced personalization from rich data integrations.

2. Streamlined Wealth Conversion

The platform identifies high-value participants ready for wealth management, providing a direct pathway to convert them into advised accounts in your AUM.

3. Data-Driven Insights

Actionable engagement analytics help you better understand participant needs, so you can tailor your advice and identify new opportunities.

4. Always-On Financial Assistant

The AI assistant answers participants’ financial and benefits questions 24/7, reducing your workload and freeing up your time to focus on strategic client interactions.

5. Drive Growth Across All Lines of Business

You can promote each of your firm’s services — including wealth management, insurance, and partner programs — at the right time, tailored to each employee’s needs.

Other platforms are just fill-ins. TIFIN @Work is a true driver of engagement and new business... we’re excited to provide a modern solution that benefits employees while fueling the growth of our advisors’ practices.

- Christian Mango, Alera Group

Why employers choose @Work

It starts with always-on benefits support and ends with financial confidence.

Learn more

It starts with always-on benefits support and ends with financial confidence.

Learn more

1. HR staff gets a helping hand

With support for over 200+ HRIS integrations, employers can seamlessly connect payroll and benefits to answer any employee’s questions on-demand.

2. Employees get personalized financial guidance

With resources, tools, and connectivity to 12,000+ institutions the AI adjusts to each employee’s goals at any stage of their financial journey.

3. Teams reduce stress-related productivity loss

Interactive financial health tools, personalized alerts, and insights across their full financial profile empower each employee to take control of their future.

4. Leaders gain insight into employee needs

Next-gen engagement reporting provides advanced insights into trending topics, impact, goals, and aggregate health across the workforce.

5. Benefits Awareness and Adoption increase

The system identifies and alerts employees of under-utilized benefits or opportunities, based on connected spending habits, goals, and more.

Add AI to your toolbox

Financial advice is no longer just about numbers—it’s about delivering a personalized, responsive experience that helps clients achieve their goals and actually engages participants.

With TIFIN @Work, you can combine your expertise with cutting-edge AI tools. Together, you can stand out in today’s competitive landscape with next-level service for the next generation of clients.

Want to learn more? Our team is here to help.

^*Required field

Your Name*

Business Email*

Company

Title

Message*

This field is for validation purposes and should be left unchanged.