Alera Group has deployed the Tifin at Work workplace benefits and wealth management platform for use by advisors serving retirement plan clients.
Through Tifin's AI-driven platform, Alera Group’s retirement plan participants will receive personalized guidance and direct connection to financial experts. The platform serves up the appropriate Alera Group solution across insurance, benefits or wealth management, according to the announcement.
“We’re excited to offer a modern solution that benefits both employees and advisors,” Christian Mango, Alera Group’s national practice leader for retirement plan services, said in a statement.