Alera Adopts AI-Powered Benefits and Wealth Management Platform

News November 26, 2024 at 03:15 PM
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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.

Marc McDonough, CEO of Tifin at Work, added that the partnership underscores technology providers’ role in addressing evolving retirement plan needs while fueling advisor growth.

The announcement cites insights from Franklin Templeton’s Voice of the Field Survey, which identified rising demand for actionable, workplace-based financial solutions that are complemented by access to financial professionals.

“Partnering with Alera Group marks a pivotal step in uniting workplace benefits with wealth management,” McDonough said.

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