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Activating Investment Models
Activating Investment Models
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Activating Models for Making Investment Recommendations

TIFIN Wealth's portfolio optimizer will automatically make an investment recommendation using the active models within an advisor's model universe. Located under Investment Models > Active. The Active Model List is composed of:

  • Custom, proprietary models you've built or uploaded onto TIFIN Wealth

  • 3rd party models from leading fund sponsors (i.e. Schwab, Fidelity, SEI, etc.)

    • Note: there is no charge associated with adding/using 3rd party models

Active Models are used to make a tailored recommendation for a client after they've completed an assessment and to generate a personalized investment proposal.

It is important to note that whether you upload a custom model or choose to use a third-party sponsored model, both require the advisor to "activate" that model so it can be used in the portfolio optimizer investment recommendation.

In short, only the models listed within the Active report are used within the TIFIN Wealth optimizer to generate an investment recommendation.

Simply click the "Activate" button in the Action column of either the Model Marketplace or your Custom Model upload table:

The rest of this article will walk through the investment model marketplace to guide you through building, blending, or subscribing to the models to help you grow your practice.

Model Portfolios from Leading Asset Managers

TIFIN Wealth has relationship with many of the leading fund sponsors across the asset management industry. These asset managers send TIFIN Wealth their fund families and the underlying model portfolios on a monthly or quarterly basis with updated holdings and weight allocations. Today, TIFIN Wealth has partnerships with the following fund sponsors:

  • Invesco

  • Franklin Templeton

  • WisdomTree

  • Charles Schwab

  • Fidelity

  • SEI

  • BlackRock

  • Bright Portfolios

  • State Street

Advisors have the ability to use these models in their investment proposals when making recommendations but following the steps below:

  1. Click on Investment Models > Marketplace:

  2. Click any Asset Manager to filter the displayed model series:

  3. Clicking into a Fund Family will show all the models within that fund series. Click "Activate" to add the model series to your model universe (e.g., models that the system will pull from when making a recommendation).

    1. Note that activating a sponsored model will activate the entire model series.

  4. Each tab will show the underlying securities by asset allocation:

  5. The model detail page will also include the asset allocation, risk score, expected return, and volatility metrics:

Investment Model FAQs

How do I add fixed income securities (CDs, annuities, bonds, etc.) to my models?

  • Some fixed income positions, such as CDs, annuities, or bonds, are not recognized by TIFIN Wealth. In order to reflect the FI position in the model, assign a proxy ticker instead.

  • For example, a proxy for a CD could be a money market fund because the risk score for each would be conservative (typically reflected with a risk score of 1).

I'm receiving an error message when uploading my model/file.

  • This could be due to common errors. Make sure any cash positions are reflected via $CASH as the ticker / identifier and substitute any fixed income positions with a proxy ticker instead.

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