What we've said publicly.

Australia has world-class advisers and a $3.8 trillion superannuation pool, yet only around 8% of adults receive financial advice. The constraint isn’t quality or demand. It’s a model where every client hour is an adviser hour.

We’re starting with the relationship itself: a portal that keeps clients engaged between reviews, under their firm’s own brand, with safeguards designed for the Australian licensed-entity framework. We’ll build it alongside our founding firms and add capability only when it’s ready. If that sounds like your kind of project, we’d like to hear from you.

The venture brings to Australia a platform already in commercial production in the US, where the TIFIN.AI consumer platform counts more than 100,000 registered investors and over $2 billion in linked assets. TIFIN.AI is backed by J.P. Morgan, Morningstar, Franklin Templeton, SEI, Hamilton Lane, Broadridge and Motive Partners.

TIFIN.AI Australia is led by an Australian team drawn from PEXA and Iress, and will work with a small group of founding advice firms ahead of commercial launch. Its first product, the AI Client Portal, is a white-labelled engagement and retention layer between advisers and their clients, with the adviser at the centre.