PortfolioPilot vs TIFIN (2026): Pricing, Features & Which to Choose

Who comes out ahead

Based only on the facts in our directory. The right pick still depends on the job you need done.

Lower starting price
Not comparable
Not comparable: PortfolioPilot does not list a price
Free plan
Tie
Neither has one
Higher rating
PortfolioPilot
4.3 against 3.8
Same job?
Yes
Both are Finance & Fintech AI tools

Side by side

Compared on	PortfolioPilot	TIFIN
Our rating	4.3Better	3.8
Starts at	Not listed	Not listed
Free plan	No	No
Category	Finance & Fintech AI	Finance & Fintech AI
Plans	See pricing	See pricing
Key features	AI chat assistant for investing, tax and planning questions grounded in current data Continuous tax-loss-harvesting and hidden-fee detection Unlimited-account net worth tracking across 401k, brokerage, crypto and real estate Retirement and custom future-scenario simulations Registered investment adviser with published Form CRS and Form ADV	Agentic platform for wealth management workflows Magnifi, Sage and Axis consolidated into one product Investment-driven personalisation at scale Built for advisers and wealth firms rather than end investors AI-driven client engagement experiences
Pros	A real SEC-registered adviser rather than an unregulated calculator A usable free tier covers net worth and retirement planning with no cost Flat subscription pricing well below a traditional percentage-of-assets advisor fee	Extends personalised service further down the wealth market Consolidation simplifies what was a fragmented product set Established presence in wealth technology
Cons	Full AI assistant access and most planning tools require a Gold plan or higher Public site content is educational, not personalized advice, until you become a client Higher tiers (Platinum, Pro) get expensive for a self-directed individual investor	Recent consolidation means product boundaries may still shift Enterprise sales with no published pricing
Company	Global Predictions Inc, founded 2020

Prices come from each vendor's pricing page, last checked 20260923. Check the vendor before you buy.

FAQ

Questions people ask

Is PortfolioPilot better than TIFIN?

In our reviews PortfolioPilot scores 4.3 and TIFIN scores 3.8. The better pick depends on the job. PortfolioPilot: SEC-registered AI investing coach from Global Predictions that tracks net worth, taxes and retirement planning, with a free tier and three paid subscription levels. TIFIN: An agentic operating system for wealth management, bringing Magnifi, Sage and Axis together.

Which is cheaper, PortfolioPilot or TIFIN?

PortfolioPilot: see pricing. TIFIN: see pricing.

Do PortfolioPilot and TIFIN have free plans?

Neither lists a free plan.

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