TIFIN Wealth

To send a personality assessment to a client or prospect, from the home screen:

Select a Client &gt; click Assessments &gt; click Personality:

Choose to either Take Assessment Now or Share Assessment.

If you choose to Share Assessment, follow the prompts:

1. Select the Personality driver &gt; click Next:
 
 
2. Skip or Add Custom Questions
3. Skip or Pre-Fill Data
4. Choose to:
 1. Send via Email (this will send an email with the assessment directly from TIFIN Wealth) or 
 2. Copy Link (copy/paste the link to send from your personal email; this option guarantees the email from going to the client's spam/junk folder)

Once the client completes the Personality assessment, an alert will be sent to your main/login email. 

1. Select a Client &gt; click Assessments &gt; click Personality:
 
 
2. Choose to either Take Assessment Now or Share Assessment.
3. If you choose to Share Assessment, follow the prompts:
 1. Select the Personality driver &gt; click Next:
 
 
 2. Skip or Add Custom Questions
 3. Skip or Pre-Fill Data
 4. Choose to:
 1. Send via Email (this will send an email with the assessment directly from TIFIN Wealth) or 
 2. Copy Link (copy/paste the link to send from your personal email; this option guarantees the email from going to the client's spam/junk folder)
 
 
4. Once the client completes the Personality assessment, an alert will be sent to your main/login email.

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Select a client &gt; click Assessments &gt; select Personality:

Click between the tiles to view scores and explanations for each personality driver:

1. Select a client &gt; click Assessments &gt; select Personality:
 
 
2. Click between the tiles to view scores and explanations for each personality driver:

To retake or resend a personality assessment:

Select a client &gt; click Assessments &gt; select Personality &gt; click Edit (the 3 dots):

Select to Retake Questionnaire or resend Assessment.

1. Select a client &gt; click Assessments &gt; select Personality &gt; click Edit (the 3 dots):
 
 
2. Select to Retake Questionnaire or resend Assessment.

To view or download a personality assessment completed in the past, from the home screen:

Select a client &gt; click Assessments &gt; select History &gt; click Download besides the assessment you'd like to download:

1. Select a client &gt; click Assessments &gt; select History &gt; click Download besides the assessment you'd like to download:

Send an Assessment

View Assessment Results

Retake/Resend Assessment

Download Historical Assessment