Skip to content
Solutions
Advisor Companion
Unified Onboarding
Account Servicing
Advisor Universal Desktop
Data Warehouse & Aggregation
Platform
Who We Serve
Businesses
RIAs
Broker-Dealers
Family Offices
Banks and Trusts
Users
Advisory and Client Engagement
Operations and Servicing
Risk and Compliance
Integrations
Resources
Company
About Us
People & Culture
Careers
Security & Compliance
Contact Us
Get a Free Trial
Schedule a Demo
Latest event
Schwab Advisor AI in Action:
AI Summit
Visit Kiosk #2
June 4, 2026 | Lotte New York Palace
Meet our experts
Events
News
News
Oct 19, 2026
TCI Wealth Advisors selects JIFFYAI to enhance the client and advisor experience
Read more
(opens in a new tab)
News
Sep 14, 2026
JIFFYAI’s Engagement AI Suite recognized among the best of the best in 2026 ‘Wealthies’ Awards
Read more
(opens in a new tab)
News
Aug 28, 2026
JIFFYAI named finalist in ‘WealthTech of the Year’ category at the 2026 US FinTech Awards
Read more
(opens in a new tab)
News
Jun 22, 2026
OneDigital Selects JIFFYAI to Modernize Investor Onboarding and Accelerate Growth
Read more
(opens in a new tab)
News
Jun 9, 2026
JIFFYAI Named a Finalist in Four Categories in Wealth Management Industry Awards 2026
Read more
(opens in a new tab)
News
Jun 3, 2026
JIFFYAI Welcomes Wealth Management Leader Larry Roth to its Advisory Board
Read more
(opens in a new tab)
News
Mar 11, 2026
JIFFYAI Launches AI Advisor Companion to Help Wealth Firms Boost Advisor Productivity
Read more
(opens in a new tab)
News
Sep 22, 2022
Cetera Partners with JIFFY.ai to Expand Automation Capabilities
Read more
(opens in a new tab)
Back to previous page
Trusted by our
clients and partners