July 29th, 2022Read from source
Adviser fintech company Tifin announced a new partnership to make its suite of software available to the 60,000 financial professionals on the Chalice Network. Advisers will get preferred pricing, and the Chalice team will promote Tifin’s investment personalization and digital marketing tools within the network marketplace.
This is obviously a big win for the growing adviser fintech provider. Earlier in July, when the company acquired SharingAlpha to expand its presence internationally, I wondered how many customers it’s getting outside of the acquisitions. While it remains to be seen how many of Chalice’s 60,000 (including CPAs and attorneys as well as financial advisers) will adopt Tifin’s tech, it still a significant exposure opportunity.