Skip to main content
All CollectionsGetting Started TIFIN Wealth
Step 1 | 10-Minute TIFIN Wealth Demo
Step 1 | 10-Minute TIFIN Wealth Demo
Updated today

Welcome to TIFIN Wealth! We are excited you've decided to join us on this journey to bringing more people into the world of financial advice.

To get you started, watch this 10-minute demo of the platform, covering key areas of the platform including:

  • Setting up your Integrations

  • Activating investment models for making recommendations

  • Taking the risk + goals assessments

  • Making an investment recommendation

  • Generating a personalized investment proposal

Continue with the ensuing articles in this collection for setting started on TIFIN Wealth!

Did this answer your question?