TIFIN Wealth

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.

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

Click Investments &gt; click Themes:

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

1. Click Investments &gt; click Themes:
 
 
2. Search for themes or click on the theme to view more information:

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

Click Investments &gt; click Themes &gt; click Add Theme:

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

1. Click Investments &gt; click Themes &gt; 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, &amp; assign fund:
 
 
3. Click Save.

Select a theme &gt; click Edit (the 3 dots) &gt; click Disable Theme:

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. 

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

1. Select a theme &gt; click Edit (the 3 dots) &gt; 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:

Select a theme &gt; click Change Fund:

Search &amp; select a ticker &gt; click Replace to save the new fund:

1. Select a theme &gt; click Change Fund:
 
 
2. Search &amp; select a ticker &gt; click Replace to save the new fund:

Explore Themes

Add a Theme

Disable a Theme

Change a Fund assigned to a Theme