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Step 3 | Uploading Models, Sending Assessments, and Generating Proposals

Updated over a month ago

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 Risk 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

Sending Risk Assessments & Model Recommendations

  1. Send your first Goals Assessment

  2. Understanding the Goals Results and Inputs

  3. Learn more about TIFIN's Goals Calculator and Optimizer Methodology

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

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