No - any standard question in an assessment cannot be edited or changed. This is because the pre-built questions are tied to and power an AI-algorithm that calculates the assessment's results/scores.

No - each question in the assessment is weighted and tied to an AI-algorithm that calculates the scores.

It depends - If you email an assessment to a client/prospect directly from their profile, then yes (their name will populate on the assessment and once they submit the results the scores will tie back to their profile). Generic Assessment hyperlinks (found in Profile & Settings) are not unique or specific to a client.

No - unless you create a fake email for them (otherwise they will be notified via their email). If you do edit their email/create a fake email you could always go back and edit back their email. Click here to learn how to edit a client's email.

Follow the steps for sending the assessment (choose to Send Via Email) > edit the fields in the email preview > click Send Assessment:

Yes. Links generated for/sent to a specific client that have not been used expire after 1 month.

This typically occurs when a client states that their total investable assets are HIGHER than their total net worth, which would mean they would need to borrow money in order to invest.

Risk preference scores are based on a person's "feelings" toward risk which could vary widely depending on how the person feels about current market conditions. Typically a household's risk capacity will be the same because their financial situation is the same. One exception is if there's a wide age gap (10+ years), that would cause the risk capacity scores to differ.

Think of this 0-100 scale as a percentage loss scale. In the example above, the client is willing to lose 20% of their overall portfolio (Risk Preference), however, they could withstand a 30% loss and recover just fine based on their current financial situation (Risk Capacity). Their current portfolio scores a 33, meaning there's a 1% probability the portfolio could lose 33% or more in a given year.

If a client was 100% invested in Tesla their portfolio score would be an 86, which is why the scale goes up to 100. Realistically, a client's Risk Band will fall between a 6-55 range.

Daily. TIFIN Wealth captures market fluctuations from Morningstar, FactSet & Lipper Research. Market fluctuations will trigger recalculations in the algorithm that powers the portfolio risk scores.

Risk Capacity is the amount of risk an investor can or cannot take given their current life situation. Risk Preference is how much risk the investor is willing to take.

To calculate the portfolio's Risk Score, TIFIN uses forward-looking returns for each security based on the expected return and volatility of its respective asset class. Each security’s exposure to its asset class is calculated using a 5-year historical regression. The portfolio is then given a Risk Score based on Value at Risk (VaR), which is used to estimate the total potential loss over the next year (percentage basis) at a 99% confidence level

Categories are assigned to investments by institutions or companies (like Morningstar) and these assignments can change based on the investment’s performance and composition.

TIFIN Wealth's algorithm scrapes data on each underlying holding within the fund and shows investments that have large cap growth holdings (regardless of what category is assigned to the ticker).

If you’re used to Morningstar Categories and would like to see investments assigned the “Large Cap Growth” category by Morningstar, then you would simply include that in your query: “large cap growth Morningstar category”. I’ll

The default timeframe is 3 years. For example, if you search for “higher returns” you’ll see a list of investments with a higher “3-year cumulative return”. To change this to a different timeframe simply include it in your search by typing “higher 5-year returns” or “higher 10-year returns”.

Click performance summary > scroll down and click the dropdown next to Up Capture > choose the benchmark you'd like to use in your report:

Enhancer tracks the performance of your models from the day you uploaded the model so the Portfolio Value will fluctuate.

Chat [email protected] and send them your models or accounts for upload (they can assist by uploading these for you!)

TIFIN Wealth provides security data (information on various investments) for a variety of investments and markets. This data includes real-time market values, dividends, earnings reports, news stories and more.

TIFIN Wealth gets all its fund security data from Morningstar and Lipper Research, two of the world's leading financial information providers and provides TIFIN with reliable data. Stock pricing and financial data is powered by FactSet.

TIFIN provides a comprehensive view of a wide variety of security data. This includes real-time stock market values.

Security performance data is updated daily at the end of market close; which includes market prices, performance, and all other financial metrics.

We have implemented a new approach to calculate historical returns that is more in line with industry expectations and ensures our performance presentation is compliant with the regulatory guidelines/SEC marketing rules. A portfolio’s historical returns will be calculated only for the common periods of all the underlying holdings. As an example, if a portfolio has 3 tickers (A, B, and C) and tickers A and B have an inception date of 12/31/2006, but ticker C has an inception date of 3/31/2017 now we will consider 3/31/2017 as the portfolio’s start date. This means that in this example we would only show returns for the 1yr and 5yr period in the table because those are the only timeframes in which all the holdings of the portfolio were in existence.

Yes - you can add additional content/language to the proposal, such as firm disclosures, duties & responsibilities, the advisor fee disclosure and the cover page. You can also edit the titles for each page in the proposal.

No - TIFIN Wealth currently does not support two-factor authentication.

TIFIN Wealth does not have a customer phone number. All requests are handled via chat with the Support Team online (live agents) or via email.