TIFIN

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Personality

Personality

Check out this series of short eLearning videos to become an expert on TIFIN Personality!

Updated over a year ago

Thematic Personality Settings

Setting Thematic Constraints

Exploring & Adding Thematic ETFs

Swapping Out Thematic Funds

Personality Assessment

Sending a Personality Assessment

Understanding the Assessment Results

Recommendation & Proposals

Swapping the Recommended Model

Generating a Proposal