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Themes 101
Themes 101

Explore the themes that are present in the Personality Assessment

Updated over a year ago

After a client completes a Personality assessment, TIFIN Wealth will use themes to provide personalized recommendations. Each theme is associated with a thematic fund that you can view and/or change.

Explore Themes

To view the list of themes, from the home screen:

  1. Click Investments > click Themes:

  2. Search for themes or click on the theme to view more information:

Add a Theme

To create a custom theme and assign a fund to it, from the home screen:

  1. Click Investments > click Themes > click Add Theme:

  2. Select which driver (i.e. Purpose, Viewpoint, or Security) the theme will impact, name the theme, select theme category, add a theme description, & assign fund:

  3. Click Save.

Disable a Theme

To disable a theme:

  1. Select a theme > click Edit (the 3 dots) > click Disable Theme:

  2. The disabled theme will filter down to the bottom of the Themes page and will no longer be used when making recommendations to clients based on a Personality assessment.

  3. To re-enable a theme, click Enable This Theme:

Change a Fund assigned to a Theme

  1. Select a theme > click Change Fund:

  2. Search & select a ticker > click Replace to save the new fund:

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