rewrite this title Alera Group Partners with TIFIN @Work to Personalize Wealth Management – Finovate

Alera Group has partnered with TIFIN @Work to integrate its workplace benefits and wealth management tools into its FinWell Connect program.

The integration will provide employees and advisors personalized financial guidance from Alera Group’s insurance, benefits, and wealth management verticals.

Founded in 2023 TIFIN @Work was created by parent company TIFIN to deliver actionable, personalized financial recommendations.

Financial services firm Alera Group has partnered with TIFIN to improve financial wellness among its clients. The Illinois-based firm has integrated TIFIN @Work’s workplace benefits and wealth management platform into its FinWell Connect financial wellness program.

Founded in 2017, Alera Group is the result of the merger of 24 U.S. entrepreneurial firms. The company serves as a broker that offers connectivity to employee benefits, property and casualty insurance, retirement plan services, and wealth services. Under today’s partnership, TIFIN @Work’s tools will be available within its retirement plan services arm.

With the implementation, Alera Group seeks to meet the rising demand for workplace-based financial solutions, and offers FinWell Connect to its employees and advisors. The move makes TIFIN @Work’s tools a bridge between retirement benefits and wealth management.

“Other platforms fill gaps; TIFIN @Work drives true engagement and business growth,” said Retirement Plan Services Executive Vice President and National Practice Leader Christian Mango. “We’re excited to offer a modern solution that benefits both employees and advisors. The partnership with TIFIN @ Work further strengthens Alera Group’s commitment to robust, cutting-edge retirement and wealth solutions.”

TIFIN @Work offers Alera Group’s retirement plan participants personalized, tailored guidance regarding their financial futures. The technology provides actionable solutions by connecting them with financial experts. The platform suggests a solution from Alera Group’s insurance, benefits, or wealth management vertical. As a result, users receive a personalized suggestion at the time of need.

TIFIN @Work is a subset of its parent company TIFIN, a Colorado-based firm that creates and operates companies across a range of fintech sub-sectors. TIFIN’s @Work arm, launched in 2023, offers users AI-powered, personalized insights and actionable recommendations.

“Partnering with Alera Group marks a pivotal step in uniting workplace benefits with wealth management. TIFIN @Work is the bridge from retirement to financial confidence, enhancing employees’ financial journeys and expanding advisors’ reach and impact,” said TIFIN @Work CEO Marc McDonough.

Photo by Kampus Production

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