FactSet has partnered with TIFIN.AI to accelerate the delivery of next-generation AI-powered workflows for wealth management firms. This collaboration brings FactSet’s institutional-grade market data and analytics directly into agentic advisor workflows, helping advisors deliver personalized service at scale. To further cement the long-term collaboration, FactSet has made a strategic investment in TIFIN.AI, reflecting a shared commitment to advancing innovation across the wealth management sector.

Through the partnership, FactSet will offer solutions integrated within FactSet Workstation and the broader wealth management ecosystem. Initial solutions include a Meeting Prep Agent, which generates client-ready summaries and action items, and a Book Intelligence Agent, which surfaces actionable insights across an advisor’s book of business to identify portfolio opportunities and prioritize outreach.

Key Features and Capabilities

The new suite combines FactSet’s data infrastructure with TIFIN.AI’s agentic workflow technology:

• Institutional-Grade Intelligence: Integrates FactSet’s market data, analytics, and wealth management capabilities with TIFIN.AI’s technology.
• Seamless Workflow Integration: Embeds directly into advisor workflows to enhance productivity without disrupting existing operating models.
• Secure Enterprise-Ready Architecture: TIFIN.AI’s engine operates entirely within FactSet’s infrastructure, ensuring client portfolio data remains secure.
• Auditable AI: Leverages FactSet’s domain-specific answers engine to provide traceability into generated insights and mitigate hallucination risks.

Strategic Integration

Kristina Karnovsky, Executive Vice President and Co-Head of Product at FactSet, stated that the partnership reflects a commitment to helping wealth management firms modernize advisor workflows through practical, enterprise-grade AI solutions. She emphasized that combining FactSet’s trusted data infrastructure with TIFIN’s agentic capabilities enables firms to deliver personalized client experiences while maintaining governance and operational rigor.

Harshendu Bindal, CEO of TIFIN.AI, noted that the collaboration advances a new generation of advisor workflows by combining FactSet’s trusted intelligence with agentic capabilities. This partnership builds upon FactSet's expanding suite of AI-ready data capabilities, which previously included the FactSet Portfolio Analytics MCP for buy-side investment professionals.

About FactSet

FactSet (NYSE: FDS, NASDAQ: FDS) provides enterprise data and information solutions for the financial markets. The company integrates proprietary financial data, client datasets, and third-party sources to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, FactSet serves more than 9,000 global clients and over 241,000 individual users.