eLearning - Video Training Resources
Navigate through 65+ training videos to help guide you through common actions and workflows across TIFIN Wealth.
Leverage the power of TIFIN's 3-score Risk system to recommend alpha-generating models by maximizing projected returns within a prospects Risk Band. This collection of step-by-step instructions will guide you through unlocking the value of TIFIN Risk.
TIFIN Plan uses conversational AI technology across 15+ “microplanning” modules designed to be completed in under 5 minutes. Utilize these training guides to grow your business today!
Evaluate a prospect's financial personality from their Purpose, Values, Security, and Touch. Follow these step-by-step instructions to better understand TIFIN Personality.
Discovering, creating, and distributing content has never been easier through TIFIN Content. Check out these user guides to become an expert in no time!
TIFIN Invest is transforming how thousands of advisors navigate an investment marketplace with tens of thousands of stocks, mutual funds, ETFs, model portfolios and even SMAs.
Upload custom models or utilize TIFIN's sponsored models to make investment recommendations.
Advisor Profile & Settings
Instructions for uploading contacts, integrations with your CRM/Custodian, and other TIFIN Wealth settings.
Portfolio & Benchmark Uploads
This collection of user guides includes instructions for uploading portfolios and creating benchmarks.