After your client or prospect takes a Goals-based Assessment (Note: this only applies to our retirement plans), the next step is to make a recommendation that gets them closer to their retirement goals. Do so by customizing assessment inputs or modifying the recommendations.
View Results
Select a client > click Assessments > click Goals to then View their Results:
Click Optimize my portfolio's ability more! to view the recommended model based on their assessment:
Use the tabs (Models, Holdings, Performance, etc) to view more information:
Modify Recommendations
When viewing Recommendations for Goals (or after clicking Optimize my portfolio's ability, step 2 in the section above), scroll down to view & modify recommendations:
Customize Inputs
When viewing results for a goals-based assessment, click Customize Inputs:
View & edit inputs provided by the client and TIFIN Wealth Assumptions > click Apply Changes to save:
