Skip to main content
All CollectionsGetting Started TIFIN Wealth
Step 3 | Uploading Models, Sending Assessments, and Generating Proposals
Step 3 | Uploading Models, Sending Assessments, and Generating Proposals
Updated today

After you've setup your account with your logo, fees, disclosures, and have connected your custodian and CRM integrations, next steps are to begin taking action.

Upload and Active your Model Portfolios

  1. Read up on how Activated models are use in the portfolio optimizer

  2. Build a model or upload your models from an excel file

Sending Assessments & Model Recommendations

  1. Send your first Risk Assessment

  2. Or take the Risk Assessment with your client

  3. Learn more about TIFIN's Risk Scoring methodology

  4. Read up on how TIFIN Wealth's portfolio optimizer makes investment recommendations based upon a client's risk band

Start Generating Proposals

  1. Generate a Personalized Investment Proposal

  2. View any clients out of alignment on the Risk Compliance Dashboard

  3. Copy unique assessment links for lead generation and add to high traffic areas

Did this answer your question?