The tool includes the option to run plans through real-life historical scenarios, including the Great Depression, the post-war period, 1970s stagflation, the dot-com bubble and the 2008 financial crisis.
Also, TIFIN Wealth will offer free access to its platform to NAPFA-aligned advisors and Canadian firms Conquest Planning and Wealthsimple have announced a partnership.
The firm joins others in the industry, including FMG Suite, Morgan Stanley Wealth Management, Hearsay Systems, Morningstar and Nitrogen, to embrace generative artificial intelligence.
The private market investment group's advisory council includes well-known figures like Luminary CEO David Barnard, Ritholtz Wealth Management's Michael Batnick and AdvicePeriod CEO Steve Lockshin.