Profile & Firm Section
Firm Details
Your Firm Name & Firm Logo show up on proposals & assessments that are sent to clients or prospects.
From the home screen:
Go to Profile & Settings > click Firm Details
Click Edit Details
Type your firm name and upload an image of your logo.
Click Save
Fees
The Flat Fee (%) will be included in Historical Performance Calculations, Projected Returns, and marketing materials.
From the home screen:
Go to Profile & Settings > click Fees
Click Modify Fees > click Save after changing the percentage.
Communication Email
When a client or prospect completes an assessment an alert is sent to the main login email. The Communication Email is a second email that you'd like to CC in order to receive these alerts as well (for example, in the instance you have an admin or another teammate you'd like to be notified when someone completes an assessment). To add/CC a second email to receive these assessment alerts, from the home screen:
Go to Profile & Settings > click Communication Email
Input an email > click Save.
Disclosures
Disclosures, Duties & Responsibilities, and the Advisor Fee Full Disclosure will show up on any reports or proposals that are generated from TIFIN Wealth (such as the Investment Policy Statement). By default, a TIFIN disclosure is pre-populated on any proposal.
To upload this information, from the home screen:
Go to Profile & Settings > click Disclosures
Click Edit > copy & paste your information
Click Save.
Email Disclosures
Email disclosures appear in your email signature if you choose to send any assessment directly from TIFIN Wealth. To add an email disclosure, from the home screen:
Go to Profile & Settings > click Email Disclosures
Click Edit > copy & paste your email disclosures
Click Submit to save.
Subscriptions
*If you'd like to manage your subscription or purchase additional capabilities, please reach out to TIFIN's Support Team via online chat or email [email protected].
Communications Section
Assessment Links
Hyperlinks that are generated in this section are generic and are not meant for a specific client or prospect already in your list of Clients & Prospects.
These links are great for lead generation and are designed to be placed in high-traffic areas, such as your website, social media, email signatures, etc.
To create an assessment link, from your home screen:
Go to Profile & Settings > click Assessment Links
If this is your first time creating a hyperlink:
Select which assessment you'd like to include in your hyperlink & name your hyperlink:
Click Next > choose to include or skip a custom question/-s.
Click > Generate Link
To create additional hyperlinks:
Click Generate New Link
Proceed with steps 2a-2c.
2
Custom Questions
Using custom questions allows you to further customize the assessments. Custom Questions are designed for you to learn more about the client or prospect you're having take an assessment. These do not affect the scores of the assessment, however, these are a great opportunity to discover unstated/hidden needs or offer additional services.
To create a custom question, from your home screen:
Go to Profile & Settings > click Custom Questions
Enter your questions in the designated field and any additional sub-text below. For example:
Click Add
To create additional questions, click +Add a Custom Question
Anytime you go to send an assessment to a client or prospect you will be prompted to add or skip adding a custom question/-s to that particular assessment.
Meeting Links
Add a link to your calendar to allow clients or prospects to schedule meetings with you after completing an assessment.
To add your calendar, from the home screen:
Go to Profile & Settings > click Meeting Links
Copy & paste a link to your calendar in the space provided:
Click Save.
Investments Section
Configurations
Benchmarks
Benchmarks are used on TIFIN Wealth when reviewing the performance of a clients portfolio or your model/recommendation. There are 4 default benchmarks:
SPY 60 AGG 40
SPY 40 AGG 60
SPY
AGG
To edit an existing benchmark, click the Edit button on the right:
To create a new benchmark, click Create New:
Click Change to edit the Equity & Fixed Income ticker and weight (%) fields > Name the benchmark > click Create to save.
To upload a benchmark with a custom return series, switch to Upload Custom:
Click Upload New > download a sample .CSV file
Copy & Paste your custom benchmark returns and the respective period end date in the appropriate columns.
Be sure that the date is in MM/DD/YYYY format and the Return % is numerical only without formatting.
The file must be a CSV and contain over 5 years of historical returns
Save the file and Click to Upload the CSV > Name the Benchmark > click Upload
Proxy Override
If a portfolio contains unrecognized securities such as an old ticker pre-acquisition, a bond CUSIP, or a cash placeholder, a Proxy creates a mapping table to reconcile unrecognized securities to a preset, representative security with similar characteristics. This ensures the calc engines accurately project forward returns and risk metrics.
To create a proxy, from the home screen:
Go to Profile & Settings > click Configurations > switch to Proxy Override
Click Assign new Proxy > enter the current symbol or CUSIP that needs to be replaced in the portfolio
Enter the ticker/name for the Proxy to override the current > click Save
In this example, a client's portfolio held a JP Morgan CD (designated by the symbol 46656MAQ4). A Schwab MMF was assigned as a proxy (because of its low Risk Score).
To Edit or Delete an existing proxy, scroll right > click the three dots
Thematic Constraints
Note: Pertains to the Personality capability only
Thematic Constraints (Maximum Allocation & Tracking Error) act as "guardrails" when an advisor recommends thematic exposure based on a client's personality assessment for their portfolio.
Click Here to view more information.
Portfolio Optimizer
Note: Pertains to the Goals capability only; specifically, Retirement Planning assessments.
After a client completes a retirement plan assessment, the default TIFIN Wealth Optimizer setting selects a model from your uploaded or subscribed to models that maximizes the probability of the client achieving their retirement goal.
Click Here to view more information.
Risk Categories
Note: Pertains to the Goals capability only; specifically, Retirement Planning assessments.
If a client completes a retirement plan assessment and their current portfolio isn't uploaded, TIFIN will use assumptions based on age to assign a conservative, moderate, or aggressive model.
The assigned model is used when projecting the client's wealth growth here:
To change the Default Age Bands, click the Edit pencil symbol on the right > make the changes > click the checkmark to apply.
Forecasts
TIFIN averages Capital Market Assumptions (CMAs) reported across the largest global asset managers (i.e., JP Morgan, BlackRock, etc.) to generate a “wisdom of the experts” estimate. These assumptions are used across the whole platform when determining a portfolio's forward looking expected return and volatility, however, the changing/customization of these forecasts only applies to Plan's retirement journeys.
To change the forward looking assumptions:
Click the Edit icon to the right of an Asset Class:
Adjust the expected return or volatility > click the Checkmark to save your changes
To reset the forward looking assumptions to TIFIN's default, click Reset to Default:
Proposal Archive
The Proposal Archive saves proposals generated from TIFIN Investment Research capability. Specifically from:
Use the Search Bar to find a specific document:
Click the Download icon to the right of the document you'd like to save to your computer:
