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Clients & Prospects
Add a Portfolio
Add a Portfolio
Updated over a week ago

There are two ways to add a client's or prospect's portfolio into TIFIN Wealth:

  1. Manual entry

  2. Via an integration with a Custodian or CRM (view this article to integrate)

Manually Add a Portfolio

To manually add a portfolio (for example, in the case a prospect provides you with statements before your first meeting), from your home screen:

  1. Select an individual from your Clients & Prospects List

    1. If there are no portfolios uploaded for this individual, click Upload/Connect Portfolio

    2. To add a portfolio to an individual's existing accounts, click + Add Account from their account dropdown menu

  2. Build Portfolio from scratch or Upload a file with holdings

    1. If building a portfolio from scratch: search for each security by Ticker, CUSIP, or Name > enter the number of shares or the market value > click + Add > once all positions are entered click Save and name the account

      1. Note: use $Cash for cash positions

    2. If uploading a file: download the Sample File and copy/paste tickers and shares into the sample.

      1. Note: input "OTHER" into the Custodian column

      1. When uploading multiple accounts into one .CSV file, the file would look like this (note difference in Account Number):

Enter a Nominal Recommended Portfolio Value

Use Case: "My prospect has $250,000 to invest and I'd rather not upload their full portfolio. How do I enter this value so it reflects within the recommended portfolio details?"

  1. Pull up the client or prospect overview page > click on Investments under Recommendations on the left hand side > click on Settings in the top right corner

  2. Click on the default value of $100k > change the value > click Apply Changes

**Please note that this option will only show for prospects or clients that do not have a current portfolio uploaded

This value will now reflect in the holdings breakdown, forward looking return charts, and the possible loss/gains chart in the proposal

Integrate with a Custodian or CRM

View This Article to connect with a custodian or CRM and automatically pull portfolio information for your clients and prospects.

FAQs

  1. Can I edit a client's account or portfolio name?

    1. We do not support this function at the this time

  2. Can I delete an account?

    1. Yes and no. If the account was manually added, then yes. If the account has come over from an integration, then no.

  3. Can I separate out my client accounts?

    1. You can work with accounts individually by choosing the account in this drop down:

    2. However, you cannot unmerge client accounts. For example, if a client has 5 accounts coming over from the integration and you want to separate out one of those into a separate client record-this functionality is not supported at this time.

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