JIFFYAI, a provider of Engagement AI solutions for wealth management, today announced that TCI Wealth Advisors, a 100% employee-owned, independent, fee-only wealth advisory firm, has selected its Unified Onboarding and Advisor Universal Desktop solutions. The solutions will help TCI create a more streamlined onboarding experience and give their advisors a more connected view of each client relationship.
For TCI, the solutions will support two important parts of the client experience. Unified Onboarding brings data, documents, workflows, compliance and integrations into a streamlined digital process. Advisor Universal Desktop gives advisors a consolidated view of accounts, households, client information and financial goals while enabling them to complete servicing and planning activities from start to finish. Pre-integrated with leading custodians, CRMs and processing systems, the solutions are designed to reduce operational friction so advisors can devote more time and attention to clients.
“Technology is most valuable when it gives our advisors more time to be present for our clients. As TCI grows, it’s important that we have the right tools and processes in place to deliver a consistent, high-quality experience while maintaining the personal relationships that are at the heart of how we serve our clients,” said Amy Richardson, CFP®, CWS®, MBA, CPWA®, TCI’s Director of Advisory Services. “JIFFYAI’s Unified Onboarding and Advisor Universal Desktop will help us create a more connected experience from the beginning of a client relationship through the years that follow, reducing the time our advisors spend navigating systems and processes so they can focus on listening, delivering personalized advice, building lasting relationships, and helping our clients work toward the lives they want to live.”
The partnership reflects JIFFYAI’s broader Engagement AI vision: Unify Data. Uplift Experiences. Unlock Capacity. The Engagement AI suite of solutions connects client data and onboarding and servicing workflows, so advisors can move more efficiently from client interaction and insight to action and task completion.
Although wealth advisors have access to a growing number of digital and AI-powered tools, fragmented systems can still slow their work. Engagement AI brings together the data, intelligence and workflows advisors need to move client requests forward, helping them spend more time supporting client relationships.
“Wealth firms have invested heavily in technology, yet advisors still spend too much time piecing together client information and navigating disconnected workflows,” said Babu Sivadasan, Founder and CEO, JIFFYAI. “Our Engagement AI approach brings client history and relevant data to advisors while connecting insight to action. We’re proud to help TCI Wealth Advisors streamline operations and create more capacity for what matters most: the client relationship.”
JIFFYAI’s growing adoption among wealth firms includes OneDigital, which recently selected the company’s solution for onboarding transformation. Engagement AI solutions were also recognized among the “best of the best” in the 2026 Wealth Management Industry Awards, and JIFFYAI was named a finalist for “WealthTech of the Year” in the 2026 US FinTech Awards.
About TCI Wealth Advisors
Founded in 1990, TCI Wealth Advisors is a 100% employee owned, fee-only, fiduciary and independent firm committed to putting clients’ interests first. With offices in Tucson, Scottsdale, Flagstaff, Denver and Reno, TCI is one of the largest employee-owned registered investment advisory firms in the West. The firm combines personalized service with the resources of a larger organization to provide advice shaped by each client’s values, goals and long-term well-being. TCI helps clients gain clarity and confidence in their financial lives. Learn more at www.tciwealth.com.
About JIFFYAI
JIFFYAI helps RIAs, Broker-Dealers, Family Offices, and Banks & Trusts transform wealth management through AI-powered solutions that unify data, uplift client experiences, and unlock advisor capacity. Built on a centralized data foundation that aggregates information from custodians, CRMs, and other enterprise systems, JIFFYAI provides a single source of truth across the organization. Its solutions—including Unified Onboarding, Account Servicing, and Universal Desktop—streamline operations, improve efficiency, and enhance engagement throughout the client lifecycle. JIFFYAI’s Agentic AI capabilities including Companion further empower advisors with intelligent planning, scheduling, meeting preparation, insights, and workflow automation, enabling firms to scale personalized service, drive growth, and achieve operational excellence.
JIFFYAI — Unify Data. Uplift Experiences. Unlock Capacity.
Learn more at www.jiffy.ai
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