Skip to main content
All CollectionsGetting Started TIFIN Wealth
Step 2 | Setting Up Your Profile
Step 2 | Setting Up Your Profile
Updated today

Now that you've watched a short demo of TIFIN Wealth, review the following articles to setup your profile to begin sending assessments and creating personalized investment proposals for your clients and prospects.


Profile Housekeeping

Setup Your Integrations


Did this answer your question?