TIFIN Wealth provides several Admin Settings that allow and enterprise to maintain controls over the User Experience within the platform. The following options are only available for an Admin Account.

Administrators can monitor all active advisor accounts under their enterprise with the ability to "impersonate" or take on their settings to conduct actions on their behalf or to review platform activity.

Admins can set the Firm Name and Firm Logo to be used across all advisor accounts while locking down said settings, preventing advisors from making changes.

Sharing Clients enables the entire firm to share from the same pool of prospects and clients, with all associated portfolio and assessment data. Turning on the "Share clients and prospects with advisors" setting also requires that Models are shared and locked down by the admin.

The second setting, "Share Models with advisors" will lock down the Active Models from the Investment Models page, to prevent individual advisors from using any other model than what is approved at the firm level.

To lock down models across a firm, and Admin will upload and maintain select models which will be added to the “Active” tab and made available to all Advisors in your firm.

Input your firm's disclosures to ensure consistency and compliance across your advisor group. Locking the disclosure down will ensure your firm's advisors cannot edit the language used.