TIFIN Wealth

Watch this video to learn how to use Risk from start to finish!

TIFIN Wealth | Risk Alignment (VIDEO)

How to Send/Resend/Retake an risk assessment, Edit Inputs & Scores, View/Download Completed Assessments & Blank (PDF) Questionnaire

Recommend a model, create blended models, or enhance an existing portfolio

This article will explain our charts within the proposals

Create a proposal based on a client's Risk assessment

This article will give you a basic idea of how TIFIN Risk works!

Breakdown of each of the risk assessment questions

This article takes a deeper dive into how we assign risk scores for portfolios

Learn how to filter your client list based on Risk Compliance

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you