All of the instructions on this page will be located under the Settings tab on the TIFIN Wealth platform:

Your firm logo will be added to assessments and proposals, giving you a white-labeled experience while delivering bespoke solutions to your clients and prospects.

To add your Firm Name & Firm Logo:

You can always come back to this page and click Edit Details to adjust your firm Name & Logo:

Manage and display your firm's advisory fees by adding a standard maximum fee across all portfolios. The Flat Fee (%) will be included in Historical Performance Calculations, Projected Returns, and marketing materials.

To add an advisor fee:

When a client or prospect completes an assessment, an alert is sent to the advisor's login email. A second email can also be added or copied to receive these alerts.

For example, if you have an admin or partner that would like to be notified when an assessment has been completed, this is where you would input the secondar email address.

To receive assessment email alerts:

Disclosures, Duties & Responsibilities, and the Advisor Fee Full Disclosure will show up on proposals generated from TIFIN Wealth. By default, a TIFIN disclosure is pre-populated on any proposal but advisors can set their own disclosures if desired.

To upload this information, from the home screen:

You can view the resulting output of the Disclosures, Duties and Responsibilities, and Advisor Fee Disclosure on the investment policy statement towards the bottom of the report.

When sending out an assessment from the TIFIN Wealth platform, you can save time by filling in the email subject, message, and signature of the assessment email. This can be adjusted before you hit send during the assessment sending process.

To pre-fill your assessment email:

To see this in action, click on a client or prospect profile > click to Resend or Share an Assessment:

When you send via email, all of the information in your settings is pre-populated for you:

Here is how it renders in the client's inbox:

Some organizations and wealth enterprises require their advisors to maintain proper disclosures on all emails. To apply email disclosures in your email signature when sending an assessment directly from TIFIN Wealth, please follow the steps below: