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Personality Assessment 101
Updated over a week ago

Send an Assessment

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

  1. Select a Client > click Assessments > 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 > 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.


View Assessment Results

From the home screen:

  1. Select a client > click Assessments > select Personality:

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


Retake/Resend Assessment

To retake or resend a personality assessment:

  1. Select a client > click Assessments > select Personality > click Edit (the 3 dots):

  2. Select to Retake Questionnaire or resend Assessment.


Download Historical Assessment

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

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

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